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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 | $15,258 | $65,367-76.7% | $92,915-83.6% | $72,976-79.1% |
| Participation rate | 63.8% | 68.3%-4.5pp | 76.0%-12.2pp | 69.5%-5.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $865 | $2,594-66.6% | $3,653-76.3% | $2,440-64.5% |
| Participant deferral / active EE | $1,109 | $3,128-64.6% | $4,238-73.8% | $3,608-69.3% |
| Admin fee / account holder | $57 | $4,251-98.7% | $5,796-99.0% | $5,124-98.9% |