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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 | $3,701 | $93,124-96.0% | $77,100-95.2% | $134,545-97.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -21.09% | 62.68%-83.8pp | 42.35%-63.4pp | 418.37%-439.5pp |
| Employer contribution / active EE | $466 | $3,421-86.4% | $2,815-83.5% | $4,742-90.2% |
| Participant deferral / active EE | $690 | $5,242-86.8% | $4,430-84.4% | $6,401-89.2% |
| Admin fee / account holder | $14 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |