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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 | $3,980 | $142,361-97.2% | $119,608-96.7% | $134,509-97.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,249 | $5,224-76.1% | $4,232-70.5% | $4,741-73.6% |
| Participant deferral / active EE | $1,388 | $6,468-78.5% | $5,601-75.2% | $6,400-78.3% |
| Admin fee / account holder | $5 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |