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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,804 | $102,638-98.2% | $81,991-97.8% | $158,966-98.9% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $802 | $3,241-75.2% | $2,498-67.9% | $4,762-83.2% |
| Participant deferral / active EE | $587 | $4,649-87.4% | $3,722-84.2% | $5,983-90.2% |
| Admin fee / account holder | $9 | $8,237-99.9% | $5,665-99.8% | $11,250-99.9% |