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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 | $13,919 | $64,324-78.4% | $118,946-88.3% | $79,852-82.6% |
| Participation rate | 30.6% | 64.9%-34.2pp | 75.4%-44.8pp | 69.6%-39.0pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $873 | $1,836-52.5% | $3,263-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $1,104 | $2,824-60.9% | $4,266-74.1% | $3,740-70.5% |
| Admin fee / account holder | $219 | $4,040-94.6% | $6,581-96.7% | $5,306-95.9% |