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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 | $14,353 | $138,102-89.6% | $125,381-88.6% | $134,532-89.3% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -16.43% | 750.73%-767.2pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,012 | $5,245-80.7% | $4,815-79.0% | $4,741-78.6% |
| Participant deferral / active EE | $1,514 | $7,801-80.6% | $7,448-79.7% | $6,401-76.3% |
| Admin fee / account holder | $187 | $11,568-98.4% | $10,007-98.1% | $11,429-98.4% |