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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 | $7,875 | $89,367-91.2% | $141,191-94.4% | $72,975-89.2% |
| Participation rate | 32.5% | 75.1%-42.6pp | 82.5%-50.0pp | 69.5%-37.0pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $734 | $3,115-76.4% | $4,736-84.5% | $2,440-69.9% |
| Participant deferral / active EE | $1,664 | $5,419-69.3% | $6,710-75.2% | $3,608-53.9% |
| Admin fee / account holder | $53 | $5,957-99.1% | $10,264-99.5% | $5,124-99.0% |