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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 | $7,174 | $54,370-86.8% | $82,763-91.3% | $68,490-89.5% |
| Participation rate | 26.1% | 63.9%-37.8pp | 72.6%-46.5pp | 67.9%-41.8pp |
| Annual return | -16.73% | -13.67%-3.1pp | 702.45%-719.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $350 | $2,219-84.2% | $3,008-88.4% | $2,597-86.5% |
| Participant deferral / active EE | $390 | $3,247-88.0% | $4,395-91.1% | $4,028-90.3% |
| Admin fee / account holder | $146 | $4,398-96.7% | $5,325-97.3% | $5,403-97.3% |