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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 | $7,843 | $190,916-95.9% | $160,037-95.1% | $134,545-94.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -18.61% | 552.79%-571.4pp | 408.95%-427.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $988 | $4,996-80.2% | $4,226-76.6% | $4,742-79.2% |
| Participant deferral / active EE | $1,331 | $6,925-80.8% | $6,184-78.5% | $6,401-79.2% |
| Admin fee / account holder | $17 | $10,497-99.8% | $8,716-99.8% | $11,431-99.9% |