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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 | $10,080 | $68,681-85.3% | $86,615-88.4% | $85,847-88.3% |
| Participation rate | 37.9% | 66.4%-28.4pp | 71.6%-33.7pp | 69.3%-31.4pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.51%-63.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $480 | $1,880-74.5% | $2,496-80.8% | $2,565-81.3% |
| Participant deferral / active EE | $995 | $2,919-65.9% | $3,699-73.1% | $3,952-74.8% |
| Admin fee / account holder | $160 | $5,974-97.3% | $5,830-97.3% | $6,261-97.4% |