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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 | $3,434 | $82,674-95.8% | $125,363-97.3% | $68,495-95.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 82.4%-25.2pp | 67.9%-10.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,005 | $3,382-70.3% | $4,815-79.1% | $2,596-61.3% |
| Participant deferral / active EE | $1,546 | $6,111-74.7% | $7,447-79.2% | $4,028-61.6% |
| Admin fee / account holder | $54 | $6,276-99.1% | $10,005-99.5% | $5,403-99.0% |