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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 | $12,830 | $82,678-84.5% | $125,391-89.8% | $68,490-81.3% |
| Participation rate | 39.5% | 75.1%-35.6pp | 82.4%-42.9pp | 67.9%-28.4pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $716 | $3,382-78.8% | $4,816-85.1% | $2,597-72.4% |
| Participant deferral / active EE | $1,330 | $6,111-78.2% | $7,448-82.1% | $4,028-67.0% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |