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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 | $4,145 | $65,027-93.6% | $90,970-95.4% | $79,852-94.8% |
| Participation rate | 31.7% | 61.6%-29.9pp | 69.0%-37.3pp | 69.6%-38.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $401 | $1,247-67.9% | $2,122-81.1% | $2,471-83.8% |
| Participant deferral / active EE | $852 | $2,512-66.1% | $3,373-74.8% | $3,740-77.2% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |