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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 | $3,279 | $87,016-96.2% | $63,244-94.8% | $125,389-97.4% |
| Participation rate | 37.5% | 77.1%-39.6pp | 71.0%-33.5pp | 83.2%-45.7pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $583 | $3,601-83.8% | $2,322-74.9% | $4,866-88.0% |
| Participant deferral / active EE | $737 | $3,939-81.3% | $2,953-75.1% | $5,352-86.2% |
| Admin fee / account holder | $208 | $11,954-98.3% | $5,893-96.5% | $9,541-97.8% |