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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 | $12,764 | $69,012-81.5% | $160,009-92.0% | $68,486-81.4% |
| Participation rate | 25.0% | 65.4%-40.4pp | 78.0%-53.0pp | 67.9%-42.9pp |
| Annual return | -18.76% | -9.65%-9.1pp | 408.85%-427.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $542 | $2,212-75.5% | $4,225-87.2% | $2,597-79.1% |
| Participant deferral / active EE | $894 | $4,212-78.8% | $6,183-85.5% | $4,028-77.8% |
| Admin fee / account holder | $267 | $4,798-94.4% | $8,715-96.9% | $5,404-95.1% |