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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 | $4,028 | $58,828-93.2% | $78,002-94.8% | $62,881-93.6% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,040 | $1,672+22.0% | $2,470-17.4% | $2,281-10.6% |
| Participant deferral / active EE | $303 | $2,686-88.7% | $3,497-91.3% | $3,203-90.5% |
| Admin fee / account holder | $41 | $4,393-99.1% | $5,481-99.3% | $4,296-99.0% |