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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 | $21,027 | $91,537-77.0% | $130,045-83.8% | $75,173-72.0% |
| Participation rate | 43.1% | 71.5%-28.3pp | 78.5%-35.4pp | 67.2%-24.1pp |
| Annual return | 16.83% | -631.55%+648.4pp | -137.30%+154.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $778 | $2,845-72.7% | $4,321-82.0% | $2,671-70.9% |
| Participant deferral / active EE | $1,181 | $4,343-72.8% | $5,820-79.7% | $4,126-71.4% |
| Admin fee / account holder | $233 | $6,780-96.6% | $10,600-97.8% | $5,651-95.9% |