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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 | $13,958 | $91,537-84.8% | $130,045-89.3% | $75,173-81.4% |
| Participation rate | 59.3% | 71.5%-12.2pp | 78.5%-19.2pp | 67.2%-7.9pp |
| Annual return | 16.02% | -631.55%+647.6pp | -137.30%+153.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $836 | $2,845-70.6% | $4,321-80.7% | $2,671-68.7% |
| Participant deferral / active EE | $1,381 | $4,343-68.2% | $5,820-76.3% | $4,126-66.5% |
| Admin fee / account holder | $260 | $6,780-96.2% | $10,600-97.5% | $5,651-95.4% |