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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 | $7,203 | $85,766-91.6% | $136,298-94.7% | $70,126-89.7% |
| Participation rate | 45.5% | 74.2%-28.7pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $882 | $2,966-70.3% | $4,696-81.2% | $2,343-62.4% |
| Participant deferral / active EE | $1,965 | $5,051-61.1% | $6,247-68.5% | $3,332-41.0% |
| Admin fee / account holder | $15 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |