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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 | $5,249 | $75,959-93.1% | $154,114-96.6% | $64,181-91.8% |
| Participation rate | 31.9% | 70.4%-38.5pp | 83.0%-51.1pp | 69.6%-37.7pp |
| Annual return | -7.15% | 30.32%-37.5pp | 735.16%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $482 | $3,350-85.6% | $5,298-90.9% | $2,381-79.7% |
| Participant deferral / active EE | $775 | $3,175-75.6% | $5,081-84.7% | $3,470-77.7% |
| Admin fee / account holder | $84 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |