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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 | $7,094 | $63,861-88.9% | $104,639-93.2% | $79,856-91.1% |
| Participation rate | 19.2% | 64.9%-45.7pp | 74.1%-54.9pp | 69.6%-50.5pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.67%-340.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $436 | $1,588-72.6% | $2,682-83.8% | $2,471-82.4% |
| Participant deferral / active EE | $969 | $2,693-64.0% | $3,738-74.1% | $3,741-74.1% |
| Admin fee / account holder | $15 | $4,185-99.6% | $6,465-99.8% | $5,306-99.7% |