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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 | $17,436 | $142,392-87.8% | $119,622-85.4% | $134,532-87.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -7.30% | -12.46%+5.2pp | -14.98%+7.7pp | 418.27%-425.6pp |
| Employer contribution / active EE | $1,270 | $5,224-75.7% | $4,232-70.0% | $4,741-73.2% |
| Participant deferral / active EE | $1,705 | $6,467-73.6% | $5,601-69.6% | $6,401-73.4% |
| Admin fee / account holder | $18 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |