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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 | $4,910 | $197,819-97.5% | $155,789-96.8% | $125,389-96.1% |
| Participation rate | 46.2% | 82.1%-35.9pp | 76.1%-29.9pp | 83.2%-37.0pp |
| Annual return | -2.61% | 86.73%-89.3pp | 71.54%-74.2pp | 282.24%-284.9pp |
| Employer contribution / active EE | $747 | $4,850-84.6% | $3,839-80.5% | $4,866-84.6% |
| Participant deferral / active EE | $845 | $5,631-85.0% | $4,798-82.4% | $5,352-84.2% |
| Admin fee / account holder | $113 | $9,544-98.8% | $7,477-98.5% | $9,541-98.8% |