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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 | $4,910 | $95,915-94.9% | $79,580-93.8% | $134,532-96.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $795 | $3,129-74.6% | $2,413-67.1% | $4,741-83.2% |
| Participant deferral / active EE | $1,070 | $4,693-77.2% | $3,985-73.1% | $6,401-83.3% |
| Admin fee / account holder | $15 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |