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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 | $6,823 | $58,888-88.4% | $178,499-96.2% | $73,493-90.7% |
| Participation rate | 40.2% | 66.2%-26.1pp | 81.9%-41.8pp | 70.7%-30.5pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $420 | $2,236-81.2% | $5,011-91.6% | $2,270-81.5% |
| Participant deferral / active EE | $748 | $2,568-70.9% | $5,202-85.6% | $3,740-80.0% |
| Admin fee / account holder | $56 | $400-86.0% | $13,986-99.6% | $513-89.1% |