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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 | $4,555 | $85,766-94.7% | $136,297-96.7% | $70,124-93.5% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,089 | $2,966-63.3% | $4,696-76.8% | $2,342-53.5% |
| Participant deferral / active EE | $2,117 | $5,051-58.1% | $6,247-66.1% | $3,332-36.5% |
| Admin fee / account holder | $152 | $5,420-97.2% | $9,244-98.4% | $4,645-96.7% |