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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 | $3,887 | $85,766-95.5% | $136,298-97.1% | $70,126-94.5% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.7pp | 69.5%-10.4pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $683 | $2,966-77.0% | $4,696-85.4% | $2,343-70.8% |
| Participant deferral / active EE | $1,987 | $5,051-60.7% | $6,247-68.2% | $3,332-40.4% |
| Admin fee / account holder | $210 | $5,421-96.1% | $9,244-97.7% | $4,645-95.5% |