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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 | $8,666 | $138,102-93.7% | $125,381-93.1% | $134,532-93.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -20.20% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,178 | $5,245-77.5% | $4,815-75.5% | $4,741-75.2% |
| Participant deferral / active EE | $1,485 | $7,801-81.0% | $7,448-80.1% | $6,401-76.8% |
| Admin fee / account holder | $129 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |