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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 | $2,410 | $82,324-97.1% | $68,803-96.5% | $134,545-98.2% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $836 | $3,302-74.7% | $2,656-68.5% | $4,742-82.4% |
| Participant deferral / active EE | $980 | $4,740-79.3% | $3,942-75.1% | $6,401-84.7% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |