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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 | $11,280 | $69,977-83.9% | $108,582-89.6% | $62,881-82.1% |
| Participation rate | 26.7% | 72.9%-46.2pp | 79.6%-52.9pp | 69.3%-42.6pp |
| Annual return | 7.09% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $471 | $2,135-77.9% | $3,758-87.5% | $2,281-79.3% |
| Participant deferral / active EE | $897 | $3,165-71.7% | $4,311-79.2% | $3,203-72.0% |
| Admin fee / account holder | $23 | $5,076-99.5% | $7,645-99.7% | $4,296-99.5% |