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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 | $5,568 | $69,012-91.9% | $160,009-96.5% | $68,486-91.9% |
| Participation rate | 23.3% | 65.4%-42.1pp | 78.0%-54.6pp | 67.9%-44.6pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $569 | $2,212-74.3% | $4,225-86.5% | $2,597-78.1% |
| Participant deferral / active EE | $752 | $4,212-82.1% | $6,183-87.8% | $4,028-81.3% |
| Admin fee / account holder | $4 | $4,798-99.9% | $8,715-100.0% | $5,404-99.9% |