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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 | $5,886 | $117,623-95.0% | $71,702-91.8% | $134,509-95.6% |
| Participation rate | 27.3% | 68.9%-41.6pp | 62.3%-35.1pp | 81.2%-54.0pp |
| Annual return | -20.73% | 25.44%-46.2pp | 9.14%-29.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $362 | $2,525-85.6% | $1,704-78.7% | $4,741-92.4% |
| Participant deferral / active EE | $364 | $3,759-90.3% | $2,658-86.3% | $6,400-94.3% |
| Admin fee / account holder | $144 | $6,379-97.7% | $3,974-96.4% | $11,427-98.7% |