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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 | $9,837 | $89,367-89.0% | $141,191-93.0% | $72,975-86.5% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,110 | $3,115-64.4% | $4,736-76.6% | $2,440-54.5% |
| Participant deferral / active EE | $2,031 | $5,419-62.5% | $6,710-69.7% | $3,608-43.7% |
| Admin fee / account holder | $69 | $5,957-98.8% | $10,264-99.3% | $5,124-98.7% |