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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 | $10,053 | $69,012-85.4% | $160,009-93.7% | $68,486-85.3% |
| Participation rate | 37.0% | 65.4%-28.4pp | 78.0%-40.9pp | 67.9%-30.9pp |
| Annual return | -18.82% | -9.65%-9.2pp | 408.85%-427.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $619 | $2,212-72.0% | $4,225-85.4% | $2,597-76.2% |
| Participant deferral / active EE | $1,003 | $4,212-76.2% | $6,183-83.8% | $4,028-75.1% |
| Admin fee / account holder | $34 | $4,798-99.3% | $8,715-99.6% | $5,404-99.4% |