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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 | $9,976 | $95,917-89.6% | $79,583-87.5% | $134,545-92.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.23% | -2.70%-13.5pp | 0.16%-16.4pp | 418.37%-434.6pp |
| Employer contribution / active EE | $558 | $3,129-82.2% | $2,414-76.9% | $4,742-88.2% |
| Participant deferral / active EE | $904 | $4,694-80.7% | $3,986-77.3% | $6,401-85.9% |
| Admin fee / account holder | $47 | $9,132-99.5% | $6,835-99.3% | $11,431-99.6% |