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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 | $3,607 | $69,012-94.8% | $160,009-97.7% | $68,486-94.7% |
| Participation rate | 44.6% | 65.4%-20.8pp | 78.0%-33.3pp | 67.9%-23.3pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $764 | $2,212-65.4% | $4,225-81.9% | $2,597-70.6% |
| Participant deferral / active EE | $999 | $4,212-76.3% | $6,183-83.8% | $4,028-75.2% |
| Admin fee / account holder | $57 | $4,798-98.8% | $8,715-99.3% | $5,404-98.9% |