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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 | $5,647 | $53,128-89.4% | $86,582-93.5% | $70,126-91.9% |
| Participation rate | 56.0% | 65.3%-9.3pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $448 | $2,068-78.4% | $2,839-84.2% | $2,343-80.9% |
| Participant deferral / active EE | $689 | $2,695-74.4% | $3,609-80.9% | $3,332-79.3% |
| Admin fee / account holder | $171 | $3,584-95.2% | $4,904-96.5% | $4,645-96.3% |