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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 | $4,822 | $82,678-94.2% | $125,391-96.2% | $68,490-93.0% |
| Participation rate | 51.7% | 75.1%-23.4pp | 82.4%-30.7pp | 67.9%-16.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,149 | $3,382-66.0% | $4,816-76.1% | $2,597-55.8% |
| Participant deferral / active EE | $1,640 | $6,111-73.2% | $7,448-78.0% | $4,028-59.3% |
| Admin fee / account holder | $66 | $6,277-99.0% | $10,009-99.3% | $5,403-98.8% |