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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 | $9,886 | $93,617-89.4% | $135,982-92.7% | $75,177-86.9% |
| Participation rate | 23.0% | 75.2%-52.2pp | 81.9%-58.9pp | 67.2%-44.2pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,033 | $3,538-70.8% | $4,859-78.7% | $2,671-61.3% |
| Participant deferral / active EE | $184 | $6,406-97.1% | $7,760-97.6% | $4,126-95.6% |
| Admin fee / account holder | $45 | $6,980-99.4% | $10,767-99.6% | $5,651-99.2% |