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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 | $10,030 | $134,001-92.5% | $112,258-91.1% | $134,509-92.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -17.74% | 47.15%-64.9pp | 27.47%-45.2pp | 418.13%-435.9pp |
| Employer contribution / active EE | $806 | $4,039-80.0% | $3,636-77.8% | $4,741-83.0% |
| Participant deferral / active EE | $1,374 | $5,291-74.0% | $4,728-70.9% | $6,400-78.5% |
| Admin fee / account holder | $43 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |