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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 | $16,377 | $82,674-80.2% | $125,363-86.9% | $68,495-76.1% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -11.76% | -5.97%-5.8pp | 572.15%-583.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $969 | $3,382-71.3% | $4,815-79.9% | $2,596-62.7% |
| Participant deferral / active EE | $2,133 | $6,111-65.1% | $7,447-71.4% | $4,028-47.0% |
| Admin fee / account holder | $83 | $6,276-98.7% | $10,005-99.2% | $5,403-98.5% |