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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 | $3,745 | $57,352-93.5% | $83,831-95.5% | $64,173-94.2% |
| Participation rate | 31.7% | 68.6%-36.9pp | 76.1%-44.4pp | 69.6%-37.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $676 | $2,546-73.4% | $3,631-81.4% | $2,381-71.6% |
| Participant deferral / active EE | $1,139 | $2,993-62.0% | $4,082-72.1% | $3,470-67.2% |
| Admin fee / account holder | $14 | $4,046-99.7% | $5,479-99.7% | $4,887-99.7% |