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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 | $8,144 | $98,760-91.8% | $149,715-94.6% | $79,858-89.8% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $606 | $3,217-81.2% | $4,645-87.0% | $2,471-75.5% |
| Participant deferral / active EE | $1,531 | $5,681-73.1% | $6,842-77.6% | $3,740-59.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |