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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 | $9,651 | $82,674-88.3% | $125,381-92.3% | $68,486-85.9% |
| Participation rate | 48.9% | 75.1%-26.1pp | 82.4%-33.4pp | 67.9%-19.0pp |
| Annual return | -13.37% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,049 | $3,382-69.0% | $4,815-78.2% | $2,597-59.6% |
| Participant deferral / active EE | $2,015 | $6,111-67.0% | $7,448-72.9% | $4,028-50.0% |
| Admin fee / account holder | $82 | $6,277-98.7% | $10,007-99.2% | $5,404-98.5% |