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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 | $3,571 | $72,404-95.1% | $110,243-96.8% | $64,173-94.4% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.6%-14.7pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $752 | $2,282-67.0% | $3,827-80.4% | $2,381-68.4% |
| Participant deferral / active EE | $1,291 | $3,469-62.8% | $4,672-72.4% | $3,470-62.8% |
| Admin fee / account holder | $135 | $5,664-97.6% | $8,548-98.4% | $4,887-97.2% |