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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 | $10,121 | $75,832-86.7% | $147,617-93.1% | $59,633-83.0% |
| Participation rate | 54.0% | 71.6%-17.5pp | 84.6%-30.6pp | 68.7%-14.6pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $549 | $3,485-84.3% | $5,564-90.1% | $2,203-75.1% |
| Participant deferral / active EE | $685 | $3,131-78.1% | $4,895-86.0% | $3,192-78.5% |
| Admin fee / account holder | $154 | $5,986-97.4% | $11,612-98.7% | $4,297-96.4% |