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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 | $11,081 | $77,816-85.8% | $123,552-91.0% | $64,173-82.7% |
| Participation rate | 56.9% | 74.7%-17.8pp | 82.3%-25.4pp | 69.6%-12.7pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $697 | $3,014-76.9% | $4,628-84.9% | $2,381-70.7% |
| Participant deferral / active EE | $1,685 | $5,240-67.9% | $6,426-73.8% | $3,470-51.4% |
| Admin fee / account holder | $56 | $5,519-99.0% | $9,285-99.4% | $4,887-98.8% |