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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 | $6,470 | $84,499-92.3% | $125,391-94.8% | $66,949-90.3% |
| Participation rate | 41.4% | 76.4%-35.0pp | 82.4%-41.0pp | 69.8%-28.4pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,300 | $3,554-63.4% | $4,816-73.0% | $2,545-48.9% |
| Participant deferral / active EE | $1,897 | $6,785-72.0% | $7,448-74.5% | $4,239-55.3% |
| Admin fee / account holder | $18 | $685-97.4% | $10,009-99.8% | $594-97.0% |