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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 | $5,498 | $72,177-92.4% | $115,038-95.2% | $59,633-90.8% |
| Participation rate | 58.6% | 72.6%-13.9pp | 81.4%-22.7pp | 68.7%-10.0pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $594 | $2,841-79.1% | $4,608-87.1% | $2,203-73.0% |
| Participant deferral / active EE | $1,829 | $4,783-61.8% | $6,026-69.7% | $3,192-42.7% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |