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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 | $1,152 | $81,331-98.6% | $155,534-99.3% | $80,935-98.6% |
| Participation rate | 55.8% | 66.3%-10.4pp | 78.2%-22.4pp | 67.7%-11.8pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $698 | $3,454-79.8% | $5,630-87.6% | $4,299-83.8% |
| Admin fee / account holder | $42 | $7,999-99.5% | $15,900-99.7% | $6,924-99.4% |