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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 | $12,970 | $43,730-70.3% | $121,220-89.3% | $64,173-79.8% |
| Participation rate | 16.5% | 58.3%-41.9pp | 71.8%-55.3pp | 69.6%-53.1pp |
| Annual return | -7.57% | 68.94%-76.5pp | 16.94%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $278 | $1,297-78.6% | $4,023-93.1% | $2,381-88.3% |
| Participant deferral / active EE | $587 | $2,281-74.3% | $3,345-82.5% | $3,470-83.1% |
| Admin fee / account holder | $154 | $3,502-95.6% | $5,021-96.9% | $4,887-96.8% |