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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 | $5,257 | $78,423-93.3% | $95,964-94.5% | $79,856-93.4% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.3pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $708 | $1,945-63.6% | $2,541-72.1% | $2,471-71.3% |
| Participant deferral / active EE | $1,221 | $3,440-64.5% | $4,167-70.7% | $3,741-67.4% |
| Admin fee / account holder | $124 | $5,622-97.8% | $6,797-98.2% | $5,306-97.7% |