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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 | $1,425 | $82,288-98.3% | $68,794-97.9% | $134,509-98.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $643 | $3,301-80.5% | $2,656-75.8% | $4,741-86.4% |
| Participant deferral / active EE | $643 | $4,738-86.4% | $3,941-83.7% | $6,400-90.0% |
| Admin fee / account holder | $61 | $6,482-99.1% | $4,934-98.8% | $11,427-99.5% |