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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 | $15,520 | $100,805-84.6% | $86,698-82.1% | $134,532-88.5% |
| Participation rate | 41.2% | 79.0%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -14.16% | 29.09%-43.2pp | 35.95%-50.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $834 | $3,490-76.1% | $2,837-70.6% | $4,741-82.4% |
| Participant deferral / active EE | $1,269 | $5,339-76.2% | $4,656-72.7% | $6,401-80.2% |
| Admin fee / account holder | $122 | $10,925-98.9% | $7,493-98.4% | $11,429-98.9% |