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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 | $4,890 | $52,961-90.8% | $172,755-97.2% | $65,185-92.5% |
| Participation rate | 30.8% | 66.2%-35.4pp | 82.6%-51.9pp | 70.2%-39.4pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.94%-802.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $494 | $2,190-77.5% | $5,144-90.4% | $2,177-77.3% |
| Participant deferral / active EE | $726 | $2,471-70.6% | $5,198-86.0% | $3,514-79.3% |
| Admin fee / account holder | $148 | $472-68.6% | $13,955-98.9% | $847-82.5% |