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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 | $16,597 | $82,674-79.9% | $125,363-86.8% | $68,495-75.8% |
| Participation rate | 36.4% | 75.0%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -13.88% | -5.97%-7.9pp | 572.15%-586.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $816 | $3,382-75.9% | $4,815-83.1% | $2,596-68.6% |
| Participant deferral / active EE | $1,304 | $6,111-78.7% | $7,447-82.5% | $4,028-67.6% |
| Admin fee / account holder | $70 | $6,276-98.9% | $10,005-99.3% | $5,403-98.7% |