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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 | $7,095 | $154,193-95.4% | $130,045-94.5% | $139,466-94.9% |
| Participation rate | 38.5% | 82.0%-43.5pp | 78.5%-40.0pp | 80.3%-41.9pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,452 | $6,709-78.3% | $5,820-75.0% | $6,712-78.4% |
| Admin fee / account holder | $124 | $13,989-99.1% | $10,600-98.8% | $11,409-98.9% |