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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 | $7,421 | $67,411-89.0% | $91,004-91.8% | $70,126-89.4% |
| Participation rate | 19.5% | 71.4%-51.8pp | 75.6%-56.1pp | 69.5%-50.0pp |
| Annual return | 91.53% | -40.16%+131.7pp | 4.60%+86.9pp | 73.15%+18.4pp |
| Employer contribution / active EE | $383 | $1,786-78.5% | $2,456-84.4% | $2,343-83.6% |
| Participant deferral / active EE | $548 | $2,823-80.6% | $3,548-84.6% | $3,332-83.6% |
| Admin fee / account holder | $221 | $4,236-94.8% | $5,417-95.9% | $4,645-95.3% |