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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 | $13,787 | $138,078-90.0% | $125,363-89.0% | $134,509-89.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -3.09% | 750.49%-753.6pp | 572.15%-575.2pp | 418.13%-421.2pp |
| Employer contribution / active EE | $998 | $5,245-81.0% | $4,815-79.3% | $4,741-78.9% |
| Participant deferral / active EE | $1,625 | $7,800-79.2% | $7,447-78.2% | $6,400-74.6% |
| Admin fee / account holder | $74 | $11,566-99.4% | $10,005-99.3% | $11,427-99.3% |