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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 | $3,152 | $91,179-96.5% | $178,499-98.2% | $79,852-96.1% |
| Participation rate | 36.6% | 69.2%-32.6pp | 81.9%-45.3pp | 69.6%-33.1pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $401 | $3,256-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $806 | $3,236-75.1% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $27 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |