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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 | $7,205 | $85,790-91.6% | $67,313-89.3% | $135,380-94.7% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -4.63% | -0.54%-4.1pp | -4.08%-0.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $504 | $3,487-85.5% | $2,566-80.4% | $4,779-89.5% |
| Participant deferral / active EE | $504 | $4,651-89.2% | $3,568-85.9% | $5,609-91.0% |
| Admin fee / account holder | $80 | $6,392-98.8% | $4,507-98.2% | $10,828-99.3% |