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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 | $11,308 | $82,674-86.3% | $125,381-91.0% | $68,486-83.5% |
| Participation rate | 48.3% | 75.1%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,958 | $3,382+17.0% | $4,815-17.8% | $2,597+52.4% |
| Participant deferral / active EE | $2,507 | $6,111-59.0% | $7,448-66.3% | $4,028-37.8% |
| Admin fee / account holder | $167 | $6,277-97.3% | $10,007-98.3% | $5,404-96.9% |