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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 | $14,421 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.68% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $972 | $5,246-81.5% | $4,816-79.8% | $4,742-79.5% |
| Participant deferral / active EE | $1,569 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $71 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |