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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 | $5,587 | $93,589-94.0% | $135,942-95.9% | $75,181-92.6% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,287 | $3,537-63.6% | $4,858-73.5% | $2,671-51.8% |
| Participant deferral / active EE | $1,994 | $6,405-68.9% | $7,759-74.3% | $4,126-51.7% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |