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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 | $19,103 | $138,072-86.2% | $123,549-84.5% | $135,382-85.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.23% | 153.69%-161.9pp | 119.20%-127.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,354 | $5,152-73.7% | $4,628-70.8% | $4,779-71.7% |
| Participant deferral / active EE | $1,945 | $6,799-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $107 | $10,917-99.0% | $9,284-98.8% | $10,829-99.0% |