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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 | $8,541 | $95,895-91.1% | $79,576-89.3% | $134,509-93.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.36% | -2.72%-15.6pp | 0.15%-18.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,151 | $3,128-63.2% | $2,413-52.3% | $4,741-75.7% |
| Participant deferral / active EE | $360 | $4,693-92.3% | $3,985-91.0% | $6,400-94.4% |
| Admin fee / account holder | $81 | $9,129-99.1% | $6,834-98.8% | $11,427-99.3% |