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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 | $2,841 | $82,678-96.6% | $125,391-97.7% | $68,490-95.9% |
| Participation rate | 48.3% | 75.1%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $737 | $3,382-78.2% | $4,816-84.7% | $2,597-71.6% |
| Participant deferral / active EE | $763 | $6,111-87.5% | $7,448-89.8% | $4,028-81.1% |
| Admin fee / account holder | $90 | $6,277-98.6% | $10,009-99.1% | $5,403-98.3% |