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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 | $6,592 | $63,924-89.7% | $108,582-93.9% | $55,167-88.1% |
| Participation rate | 36.1% | 74.3%-38.2pp | 79.6%-43.5pp | 69.0%-32.9pp |
| Annual return | 0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $509 | $1,879-72.9% | $3,758-86.5% | $1,963-74.1% |
| Participant deferral / active EE | $999 | $3,067-67.4% | $4,311-76.8% | $3,054-67.3% |
| Admin fee / account holder | $196 | $618-68.2% | $7,645-97.4% | $504-61.1% |