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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 | $4,368 | $65,364-93.3% | $92,909-95.3% | $72,975-94.0% |
| Participation rate | 31.6% | 68.3%-36.7pp | 76.0%-44.4pp | 69.5%-37.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $593 | $2,594-77.1% | $3,653-83.8% | $2,440-75.7% |
| Participant deferral / active EE | $784 | $3,128-75.0% | $4,238-81.5% | $3,608-78.3% |
| Admin fee / account holder | $278 | $4,251-93.5% | $5,795-95.2% | $5,124-94.6% |