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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 | $8,431 | $134,001-93.7% | $112,258-92.5% | $134,509-93.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.41% | 47.15%-63.6pp | 27.47%-43.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,894 | $4,039-53.1% | $3,636-47.9% | $4,741-60.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $70 | $7,491-99.1% | $6,411-98.9% | $11,427-99.4% |