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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 | $17,745 | $154,209-88.5% | $130,062-86.4% | $139,487-87.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 32.52%-32.5pp | -137.37%+137.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,900 | $5,292-64.1% | $4,322-56.0% | $4,755-60.0% |
| Participant deferral / active EE | $1,900 | $6,709-71.7% | $5,821-67.4% | $6,713-71.7% |
| Admin fee / account holder | $12 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |