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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 | $12,021 | $82,674-85.5% | $125,363-90.4% | $68,495-82.4% |
| Participation rate | 69.4% | 75.0%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,521 | $3,382-55.0% | $4,815-68.4% | $2,596-41.4% |
| Participant deferral / active EE | $2,005 | $6,111-67.2% | $7,447-73.1% | $4,028-50.2% |
| Admin fee / account holder | $253 | $6,276-96.0% | $10,005-97.5% | $5,403-95.3% |