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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 | $10,325 | $57,352-82.0% | $83,831-87.7% | $64,173-83.9% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.9pp |
| Annual return | -6.66% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $865 | $2,546-66.0% | $3,631-76.2% | $2,381-63.7% |
| Participant deferral / active EE | $824 | $2,993-72.5% | $4,082-79.8% | $3,470-76.2% |
| Admin fee / account holder | $62 | $4,046-98.5% | $5,479-98.9% | $4,887-98.7% |