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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 | $5,212 | $59,111-91.2% | $86,451-94.0% | $68,490-92.4% |
| Participation rate | 26.9% | 75.2%-48.3pp | 80.3%-53.4pp | 67.9%-41.0pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $522 | $2,519-79.3% | $3,770-86.2% | $2,597-79.9% |
| Participant deferral / active EE | $1,098 | $5,900-81.4% | $6,953-84.2% | $4,028-72.7% |
| Admin fee / account holder | $245 | $5,640-95.6% | $6,734-96.4% | $5,403-95.5% |