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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 | $82,288-97.1% | $68,790-96.5% | $134,493-98.2% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 418.01%-418.0pp |
| Employer contribution / active EE | $836 | $3,301-74.7% | $2,655-68.5% | $4,740-82.4% |
| Participant deferral / active EE | $980 | $4,738-79.3% | $3,941-75.1% | $6,400-84.7% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,425-100.0% |