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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 | $7,309 | $91,911-92.0% | $68,793-89.4% | $135,382-94.6% |
| Participation rate | 9.1% | 76.7%-67.6pp | 72.2%-63.1pp | 82.6%-73.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $216 | $3,924-94.5% | $2,625-91.8% | $4,779-95.5% |
| Participant deferral / active EE | $497 | $4,315-88.5% | $3,311-85.0% | $5,609-91.1% |
| Admin fee / account holder | $15 | $9,240-99.8% | $5,131-99.7% | $10,829-99.9% |