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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 | $9,235 | $95,915-90.4% | $79,580-88.4% | $134,532-93.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.14% | -2.71%-15.4pp | 0.15%-18.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $664 | $3,129-78.8% | $2,413-72.5% | $4,741-86.0% |
| Participant deferral / active EE | $664 | $4,693-85.9% | $3,985-83.3% | $6,401-89.6% |
| Admin fee / account holder | $79 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |