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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 | $5,683 | $30,732-81.5% | $59,496-90.4% | $59,633-90.5% |
| Participation rate | 11.7% | 43.2%-31.5pp | 54.6%-42.9pp | 68.7%-57.0pp |
| Annual return | -0.51% | 4.47%-5.0pp | 182.05%-182.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $153 | $631-75.7% | $1,153-86.7% | $2,203-93.1% |
| Participant deferral / active EE | $158 | $1,183-86.6% | $1,829-91.3% | $3,192-95.0% |
| Admin fee / account holder | $86 | $2,136-96.0% | $2,232-96.2% | $4,297-98.0% |