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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 | $10,936 | $77,817-85.9% | $123,553-91.1% | $64,173-83.0% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,207 | $3,014-60.0% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $1,583 | $5,240-69.8% | $6,426-75.4% | $3,470-54.4% |
| Admin fee / account holder | $103 | $5,519-98.1% | $9,284-98.9% | $4,887-97.9% |