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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 | $8,649 | $89,370-90.3% | $141,197-93.9% | $72,976-88.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,143 | $3,115-63.3% | $4,736-75.9% | $2,440-53.1% |
| Participant deferral / active EE | $503 | $5,419-90.7% | $6,710-92.5% | $3,608-86.1% |
| Admin fee / account holder | $162 | $5,957-97.3% | $10,265-98.4% | $5,124-96.8% |