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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 | $4,632 | $105,867-95.6% | $90,760-94.9% | $134,532-96.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,190 | $3,464-65.6% | $2,922-59.3% | $4,741-74.9% |
| Participant deferral / active EE | $1,235 | $5,217-76.3% | $4,565-72.9% | $6,401-80.7% |
| Admin fee / account holder | $11 | $13,936-99.9% | $8,444-99.9% | $11,429-99.9% |