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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 | $6,119 | $91,537-93.3% | $130,045-95.3% | $75,173-91.9% |
| Participation rate | 61.3% | 71.5%-10.2pp | 78.5%-17.2pp | 67.2%-5.9pp |
| Annual return | 31.98% | -631.55%+663.5pp | -137.30%+169.3pp | 160.72%-128.7pp |
| Employer contribution / active EE | $1,439 | $2,845-49.4% | $4,321-66.7% | $2,671-46.1% |
| Participant deferral / active EE | $1,524 | $4,343-64.9% | $5,820-73.8% | $4,126-63.1% |
| Admin fee / account holder | $91 | $6,780-98.7% | $10,600-99.1% | $5,651-98.4% |