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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 | $5,527 | $70,435-92.2% | $96,575-94.3% | $85,856-93.6% |
| Participation rate | 56.1% | 61.8%-5.7pp | 69.8%-13.7pp | 69.3%-13.2pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $284 | $1,413-79.9% | $2,357-87.9% | $2,565-88.9% |
| Participant deferral / active EE | $1,141 | $2,894-60.6% | $3,849-70.4% | $3,952-71.1% |
| Admin fee / account holder | $18 | $4,997-99.6% | $6,182-99.7% | $6,261-99.7% |