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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 | $6,598 | $77,817-91.5% | $123,553-94.7% | $64,173-89.7% |
| Participation rate | 44.7% | 74.7%-30.0pp | 82.3%-37.6pp | 69.6%-24.8pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $910 | $3,014-69.8% | $4,628-80.3% | $2,381-61.8% |
| Participant deferral / active EE | $1,813 | $5,240-65.4% | $6,426-71.8% | $3,470-47.7% |
| Admin fee / account holder | $134 | $5,519-97.6% | $9,284-98.6% | $4,887-97.3% |