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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 | $3,122 | $49,897-93.7% | $80,648-96.1% | $75,177-95.8% |
| Participation rate | 35.8% | 55.3%-19.5pp | 67.0%-31.2pp | 67.2%-31.4pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $409 | $1,699-75.9% | $2,724-85.0% | $2,671-84.7% |
| Participant deferral / active EE | $722 | $2,992-75.9% | $4,443-83.8% | $4,126-82.5% |
| Admin fee / account holder | $120 | $3,579-96.6% | $5,382-97.8% | $5,651-97.9% |