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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 | $4,685 | $54,370-91.4% | $82,763-94.3% | $68,490-93.2% |
| Participation rate | 63.4% | 63.9%-0.5pp | 72.6%-9.1pp | 67.9%-4.5pp |
| Annual return | -16.18% | -13.67%-2.5pp | 702.45%-718.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $459 | $2,219-79.3% | $3,008-84.7% | $2,597-82.3% |
| Participant deferral / active EE | $849 | $3,247-73.9% | $4,395-80.7% | $4,028-78.9% |
| Admin fee / account holder | $103 | $4,398-97.7% | $5,325-98.1% | $5,403-98.1% |