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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 | $3,235 | $65,364-95.1% | $92,909-96.5% | $72,975-95.6% |
| Participation rate | 65.9% | 68.3%-2.5pp | 76.0%-10.2pp | 69.5%-3.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $734 | $2,594-71.7% | $3,653-79.9% | $2,440-69.9% |
| Participant deferral / active EE | $1,279 | $3,128-59.1% | $4,238-69.8% | $3,608-64.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |