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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 | $9,050 | $49,177-81.6% | $79,467-88.6% | $64,173-85.9% |
| Participation rate | 47.7% | 65.0%-17.3pp | 73.3%-25.6pp | 69.6%-21.8pp |
| Annual return | -7.69% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $422 | $2,076-79.7% | $2,800-84.9% | $2,381-82.3% |
| Participant deferral / active EE | $768 | $2,821-72.8% | $3,704-79.3% | $3,470-77.9% |
| Admin fee / account holder | $22 | $3,839-99.4% | $5,104-99.6% | $4,887-99.6% |