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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 | $3,838 | $95,975-96.0% | $74,549-94.9% | $135,379-97.2% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,425 | $2,716-47.5% | $1,961-27.3% | $4,779-70.2% |
| Participant deferral / active EE | $711 | $3,844-81.5% | $3,108-77.1% | $5,609-87.3% |
| Admin fee / account holder | $4 | $6,522-99.9% | $5,059-99.9% | $10,828-100.0% |