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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 | $4,384 | $78,425-94.4% | $95,956-95.4% | $79,858-94.5% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $571 | $1,945-70.7% | $2,541-77.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,461 | $3,440-57.5% | $4,167-64.9% | $3,740-60.9% |
| Admin fee / account holder | $24 | $5,622-99.6% | $6,797-99.6% | $5,306-99.5% |