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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 | $2,879 | $48,284-94.0% | $67,524-95.7% | $80,911-96.4% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.6%-34.3pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3519.41%-3519.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $371 | $2,021-81.6% | $2,734-86.4% | $2,756-86.5% |
| Participant deferral / active EE | $535 | $2,927-81.7% | $4,001-86.6% | $4,297-87.6% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |