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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 | $9,798 | $95,917-89.8% | $79,583-87.7% | $134,545-92.7% |
| Participation rate | 52.2% | 75.0%-22.9pp | 69.5%-17.3pp | 81.2%-29.1pp |
| Annual return | -4.98% | -2.70%-2.3pp | 0.16%-5.1pp | 418.37%-423.3pp |
| Employer contribution / active EE | $1,353 | $3,129-56.8% | $2,414-44.0% | $4,742-71.5% |
| Participant deferral / active EE | $501 | $4,694-89.3% | $3,986-87.4% | $6,401-92.2% |
| Admin fee / account holder | $191 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |