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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 | $6,836 | $92,743-92.6% | $82,744-91.7% | $134,532-94.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -17.95% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $714 | $3,273-78.2% | $3,008-76.3% | $4,741-84.9% |
| Participant deferral / active EE | $940 | $4,802-80.4% | $4,395-78.6% | $6,401-85.3% |
| Admin fee / account holder | $48 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |