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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 | $1,682 | $77,908-97.8% | $149,696-98.9% | $75,173-97.8% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $432 | $3,138-86.2% | $4,821-91.0% | $2,671-83.8% |
| Participant deferral / active EE | $494 | $3,411-85.5% | $5,682-91.3% | $4,126-88.0% |
| Admin fee / account holder | $3 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |