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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 | $4,336 | $57,350-92.4% | $83,850-94.8% | $64,181-93.2% |
| Participation rate | 38.9% | 68.6%-29.7pp | 76.1%-37.3pp | 69.6%-30.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $888 | $2,545-65.1% | $3,631-75.5% | $2,381-62.7% |
| Participant deferral / active EE | $1,223 | $2,993-59.1% | $4,082-70.0% | $3,470-64.7% |
| Admin fee / account holder | $35 | $4,046-99.1% | $5,478-99.4% | $4,887-99.3% |