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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 | $4,143 | $65,704-93.7% | $94,229-95.6% | $59,633-93.1% |
| Participation rate | 33.3% | 72.1%-38.8pp | 78.8%-45.4pp | 68.7%-35.3pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $638 | $2,021-68.4% | $3,587-82.2% | $2,203-71.1% |
| Participant deferral / active EE | $1,124 | $3,143-64.2% | $4,320-74.0% | $3,192-64.8% |
| Admin fee / account holder | $61 | $4,265-98.6% | $6,269-99.0% | $4,297-98.6% |