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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 | $6,744 | $54,370-87.6% | $82,763-91.9% | $68,490-90.2% |
| Participation rate | 51.6% | 63.9%-12.3pp | 72.6%-21.0pp | 67.9%-16.3pp |
| Annual return | -9.96% | -13.67%+3.7pp | 702.45%-712.4pp | -7.85%-2.1pp |
| Employer contribution / active EE | $456 | $2,219-79.5% | $3,008-84.8% | $2,597-82.4% |
| Participant deferral / active EE | $668 | $3,247-79.4% | $4,395-84.8% | $4,028-83.4% |
| Admin fee / account holder | $77 | $4,398-98.3% | $5,325-98.6% | $5,403-98.6% |