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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 | $5,487 | $78,423-93.0% | $95,964-94.3% | $79,856-93.1% |
| Participation rate | 29.5% | 73.5%-44.0pp | 77.1%-47.6pp | 69.6%-40.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $491 | $1,945-74.8% | $2,541-80.7% | $2,471-80.1% |
| Participant deferral / active EE | $1,492 | $3,440-56.6% | $4,167-64.2% | $3,741-60.1% |
| Admin fee / account holder | $45 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |