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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 | $3,374 | $77,908-95.7% | $149,696-97.7% | $75,173-95.5% |
| Participation rate | 41.9% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.3pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $523 | $3,138-83.3% | $4,821-89.2% | $2,671-80.4% |
| Participant deferral / active EE | $653 | $3,411-80.9% | $5,682-88.5% | $4,126-84.2% |
| Admin fee / account holder | $152 | $5,950-97.5% | $13,212-98.9% | $5,651-97.3% |