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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 | $11,788 | $91,198-87.1% | $178,503-93.4% | $79,856-85.2% |
| Participation rate | 28.2% | 69.2%-41.0pp | 81.9%-53.7pp | 69.6%-41.4pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $529 | $3,257-83.7% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $625 | $3,237-80.7% | $5,202-88.0% | $3,741-83.3% |
| Admin fee / account holder | $128 | $6,748-98.1% | $13,987-99.1% | $5,306-97.6% |