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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 | $2,161 | $105,866-98.0% | $90,766-97.6% | $134,545-98.4% |
| Participation rate | 68.4% | 78.3%-9.8pp | 75.7%-7.3pp | 81.2%-12.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $896 | $3,464-74.1% | $2,922-69.3% | $4,742-81.1% |
| Participant deferral / active EE | $1,313 | $5,217-74.8% | $4,565-71.2% | $6,401-79.5% |
| Admin fee / account holder | $37 | $13,938-99.7% | $8,446-99.6% | $11,431-99.7% |