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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 | $4,347 | $64,324-93.2% | $118,946-96.3% | $79,852-94.6% |
| Participation rate | 37.1% | 64.9%-27.7pp | 75.4%-38.2pp | 69.6%-32.5pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $574 | $1,836-68.7% | $3,263-82.4% | $2,471-76.8% |
| Participant deferral / active EE | $1,038 | $2,824-63.2% | $4,266-75.7% | $3,740-72.2% |
| Admin fee / account holder | $5 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |