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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 | $4,167 | $95,895-95.7% | $79,576-94.8% | $134,509-96.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -15.03% | -2.72%-12.3pp | 0.15%-15.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $680 | $3,128-78.3% | $2,413-71.8% | $4,741-85.7% |
| Participant deferral / active EE | $892 | $4,693-81.0% | $3,985-77.6% | $6,400-86.1% |
| Admin fee / account holder | $52 | $9,129-99.4% | $6,834-99.2% | $11,427-99.5% |