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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 | $4,063 | $124,346-96.7% | $111,306-96.3% | $167,553-97.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,039 | $3,438-69.8% | $2,732-62.0% | $4,840-78.5% |
| Participant deferral / active EE | $1,039 | $5,182-79.9% | $4,488-76.8% | $6,343-83.6% |
| Admin fee / account holder | $103 | $10,623-99.0% | $7,966-98.7% | $12,316-99.2% |