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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 | $5,589 | $92,684-94.0% | $82,706-93.2% | $134,509-95.8% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -20.76% | 945.84%-966.6pp | 701.76%-722.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $661 | $3,272-79.8% | $3,007-78.0% | $4,741-86.1% |
| Participant deferral / active EE | $905 | $4,800-81.1% | $4,394-79.4% | $6,400-85.9% |
| Admin fee / account holder | $24 | $5,982-99.6% | $5,329-99.6% | $11,427-99.8% |