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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 | $6,680 | $54,355-87.7% | $82,744-91.9% | $68,486-90.2% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.4pp |
| Annual return | 57.13% | -13.67%+70.8pp | 702.22%-645.1pp | -7.85%+65.0pp |
| Employer contribution / active EE | $1,770 | $2,219-20.2% | $3,008-41.2% | $2,597-31.8% |
| Participant deferral / active EE | $750 | $3,246-76.9% | $4,395-82.9% | $4,028-81.4% |
| Admin fee / account holder | $42 | $4,397-99.0% | $5,325-99.2% | $5,404-99.2% |