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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 | $8,351 | $82,674-89.9% | $125,363-93.3% | $68,495-87.8% |
| Participation rate | 47.2% | 75.0%-27.8pp | 82.4%-35.2pp | 67.9%-20.7pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,010 | $3,382-70.1% | $4,815-79.0% | $2,596-61.1% |
| Participant deferral / active EE | $1,950 | $6,111-68.1% | $7,447-73.8% | $4,028-51.6% |
| Admin fee / account holder | $228 | $6,276-96.4% | $10,005-97.7% | $5,403-95.8% |