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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 | $5,952 | $58,320-89.8% | $86,439-93.1% | $66,930-91.1% |
| Participation rate | 50.4% | 78.6%-28.2pp | 80.3%-29.9pp | 69.8%-19.4pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4395.55%-4395.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,004 | $2,615-61.6% | $3,769-73.4% | $2,545-60.6% |
| Participant deferral / active EE | $1,597 | $6,899-76.9% | $6,952-77.0% | $4,238-62.3% |
| Admin fee / account holder | $155 | $546-71.6% | $6,732-97.7% | $593-73.8% |