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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 | $8,029 | $134,001-94.0% | $112,258-92.8% | $134,509-94.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -9.36% | 47.15%-56.5pp | 27.47%-36.8pp | 418.13%-427.5pp |
| Employer contribution / active EE | $835 | $4,039-79.3% | $3,636-77.0% | $4,741-82.4% |
| Participant deferral / active EE | $1,210 | $5,291-77.1% | $4,728-74.4% | $6,400-81.1% |
| Admin fee / account holder | $110 | $7,491-98.5% | $6,411-98.3% | $11,427-99.0% |