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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 | $4,957 | $82,678-94.0% | $125,391-96.0% | $68,490-92.8% |
| Participation rate | 63.1% | 75.1%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,302 | $3,382-61.5% | $4,816-73.0% | $2,597-49.9% |
| Participant deferral / active EE | $2,465 | $6,111-59.7% | $7,448-66.9% | $4,028-38.8% |
| Admin fee / account holder | $16 | $6,277-99.7% | $10,009-99.8% | $5,403-99.7% |