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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 | $1,082 | $154,159-99.3% | $130,026-99.2% | $139,456-99.2% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 26.52% | 32.50%-6.0pp | -137.26%+163.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $587 | $6,710-91.2% | $5,821-89.9% | $6,711-91.2% |
| Admin fee / account holder | $216 | $14,001-98.5% | $10,608-98.0% | $11,407-98.1% |