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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 | $1,384 | $70,430-98.0% | $96,572-98.6% | $85,851-98.4% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $427 | $1,413-69.8% | $2,357-81.9% | $2,565-83.4% |
| Participant deferral / active EE | $847 | $2,894-70.7% | $3,850-78.0% | $3,952-78.6% |
| Admin fee / account holder | $123 | $4,996-97.5% | $6,183-98.0% | $6,261-98.0% |