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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 | $12,592 | $91,536-86.2% | $130,062-90.3% | $75,177-83.3% |
| Participation rate | 39.2% | 71.5%-32.2pp | 78.5%-39.3pp | 67.2%-28.0pp |
| Annual return | 24.80% | -631.62%+656.4pp | -137.37%+162.2pp | 160.75%-136.0pp |
| Employer contribution / active EE | $957 | $2,845-66.3% | $4,322-77.8% | $2,671-64.2% |
| Participant deferral / active EE | $1,656 | $4,343-61.9% | $5,821-71.6% | $4,126-59.9% |
| Admin fee / account holder | $132 | $6,780-98.1% | $10,601-98.8% | $5,651-97.7% |