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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 | $5,995 | $65,361-90.8% | $92,903-93.5% | $72,983-91.8% |
| Participation rate | 38.9% | 68.3%-29.4pp | 76.0%-37.1pp | 69.5%-30.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $902 | $2,594-65.2% | $3,653-75.3% | $2,440-63.0% |
| Participant deferral / active EE | $1,259 | $3,128-59.7% | $4,238-70.3% | $3,608-65.1% |
| Admin fee / account holder | $63 | $4,251-98.5% | $5,795-98.9% | $5,124-98.8% |