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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 | $5,520 | $91,537-94.0% | $130,045-95.8% | $75,173-92.7% |
| Participation rate | 60.7% | 71.5%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 17.74% | -631.55%+649.3pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,542 | $2,845-45.8% | $4,321-64.3% | $2,671-42.3% |
| Participant deferral / active EE | $1,461 | $4,343-66.4% | $5,820-74.9% | $4,126-64.6% |
| Admin fee / account holder | $68 | $6,780-99.0% | $10,600-99.4% | $5,651-98.8% |