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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 | $9,552 | $65,367-85.4% | $92,915-89.7% | $72,976-86.9% |
| Participation rate | 19.6% | 68.3%-48.7pp | 76.0%-56.4pp | 69.5%-49.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $637 | $2,594-75.4% | $3,653-82.6% | $2,440-73.9% |
| Participant deferral / active EE | $1,207 | $3,128-61.4% | $4,238-71.5% | $3,608-66.5% |
| Admin fee / account holder | $40 | $4,251-99.1% | $5,796-99.3% | $5,124-99.2% |