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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 | $2,067 | $84,236-97.5% | $170,439-98.8% | $70,124-97.1% |
| Participation rate | 53.7% | 70.8%-17.1pp | 83.6%-29.9pp | 69.5%-15.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $541 | $3,387-84.0% | $5,433-90.1% | $2,342-76.9% |
| Participant deferral / active EE | $570 | $3,086-81.5% | $4,939-88.5% | $3,332-82.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |