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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 | $5,393 | $77,816-93.1% | $123,552-95.6% | $64,173-91.6% |
| Participation rate | 52.2% | 74.7%-22.5pp | 82.3%-30.1pp | 69.6%-17.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,021 | $3,014-66.1% | $4,628-77.9% | $2,381-57.1% |
| Participant deferral / active EE | $1,614 | $5,240-69.2% | $6,426-74.9% | $3,470-53.5% |
| Admin fee / account holder | $76 | $5,519-98.6% | $9,285-99.2% | $4,887-98.4% |