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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 | $3,575 | $59,111-94.0% | $86,451-95.9% | $68,490-94.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $790 | $2,519-68.6% | $3,770-79.0% | $2,597-69.6% |
| Participant deferral / active EE | $1,349 | $5,900-77.1% | $6,953-80.6% | $4,028-66.5% |
| Admin fee / account holder | $4 | $5,640-99.9% | $6,734-99.9% | $5,403-99.9% |