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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 | $8,307 | $98,766-91.6% | $149,730-94.5% | $79,852-89.6% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,033 | $3,217-67.9% | $4,645-77.8% | $2,471-58.2% |
| Participant deferral / active EE | $1,659 | $5,681-70.8% | $6,843-75.8% | $3,740-55.6% |
| Admin fee / account holder | $23 | $6,052-99.6% | $9,310-99.7% | $5,306-99.6% |