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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 | $10,787 | $52,279-79.4% | $89,435-87.9% | $79,856-86.5% |
| Participation rate | 41.2% | 57.5%-16.4pp | 68.0%-26.8pp | 69.6%-28.5pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.55%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $562 | $1,572-64.3% | $2,587-78.3% | $2,471-77.3% |
| Participant deferral / active EE | $573 | $2,740-79.1% | $3,890-85.3% | $3,741-84.7% |
| Admin fee / account holder | $63 | $3,356-98.1% | $4,884-98.7% | $5,306-98.8% |