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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 | $1,467 | $48,053-96.9% | $84,623-98.3% | $72,983-98.0% |
| Participation rate | 48.7% | 57.6%-8.9pp | 68.2%-19.5pp | 69.5%-20.8pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.77%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $337 | $1,602-79.0% | $2,652-87.3% | $2,440-86.2% |
| Participant deferral / active EE | $485 | $2,681-81.9% | $3,899-87.5% | $3,608-86.5% |
| Admin fee / account holder | $5 | $3,395-99.9% | $4,913-99.9% | $5,124-99.9% |