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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 | $3,174 | $82,674-96.2% | $125,381-97.5% | $68,486-95.4% |
| Participation rate | 55.7% | 75.1%-19.3pp | 82.4%-26.6pp | 67.9%-12.2pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $760 | $3,382-77.5% | $4,815-84.2% | $2,597-70.7% |
| Participant deferral / active EE | $1,018 | $6,111-83.3% | $7,448-86.3% | $4,028-74.7% |
| Admin fee / account holder | $15 | $6,277-99.8% | $10,007-99.8% | $5,404-99.7% |