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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 | $9,046 | $95,975-90.6% | $74,549-87.9% | $135,379-93.3% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -6.59% | 56.96%-63.6pp | 32.53%-39.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $393 | $2,716-85.5% | $1,961-80.0% | $4,779-91.8% |
| Participant deferral / active EE | $479 | $3,844-87.5% | $3,108-84.6% | $5,609-91.5% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |