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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 | $2,769 | $57,352-95.2% | $83,831-96.7% | $64,173-95.7% |
| Participation rate | 56.8% | 68.6%-11.8pp | 76.1%-19.3pp | 69.6%-12.8pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $586 | $2,546-77.0% | $3,631-83.9% | $2,381-75.4% |
| Participant deferral / active EE | $1,213 | $2,993-59.5% | $4,082-70.3% | $3,470-65.1% |
| Admin fee / account holder | $23 | $4,046-99.4% | $5,479-99.6% | $4,887-99.5% |