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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 | $2,675 | $82,288-96.7% | $68,794-96.1% | $134,509-98.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.0%-31.5pp | 81.2%-43.7pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $836 | $3,301-74.7% | $2,656-68.5% | $4,741-82.4% |
| Participant deferral / active EE | $937 | $4,738-80.2% | $3,941-76.2% | $6,400-85.4% |
| Admin fee / account holder | $7 | $6,482-99.9% | $4,934-99.9% | $11,427-99.9% |