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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 | $5,736 | $57,352-90.0% | $83,830-93.2% | $64,173-91.1% |
| Participation rate | 30.0% | 68.6%-38.6pp | 76.1%-46.1pp | 69.6%-39.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $722 | $2,546-71.6% | $3,631-80.1% | $2,381-69.7% |
| Participant deferral / active EE | $1,107 | $2,993-63.0% | $4,082-72.9% | $3,470-68.1% |
| Admin fee / account holder | $8 | $4,046-99.8% | $5,479-99.8% | $4,887-99.8% |