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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 | $3,395 | $69,012-95.1% | $160,009-97.9% | $68,486-95.0% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $672 | $2,212-69.6% | $4,225-84.1% | $2,597-74.1% |
| Participant deferral / active EE | $975 | $4,212-76.8% | $6,183-84.2% | $4,028-75.8% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |