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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 | $10,939 | $39,798-72.5% | $67,704-83.8% | $59,633-81.7% |
| Participation rate | 27.5% | 57.4%-29.9pp | 67.5%-40.0pp | 68.7%-41.2pp |
| Annual return | -0.09% | 89.94%-90.0pp | 25.41%-25.5pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $379 | $1,393-72.8% | $2,559-85.2% | $2,203-82.8% |
| Participant deferral / active EE | $642 | $2,335-72.5% | $3,585-82.1% | $3,192-79.9% |
| Admin fee / account holder | $173 | $3,212-94.6% | $4,255-95.9% | $4,297-96.0% |