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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 | $10,589 | $138,075-92.3% | $123,552-91.4% | $135,379-92.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,688 | $5,152-67.2% | $4,628-63.5% | $4,779-64.7% |
| Participant deferral / active EE | $480 | $6,800-92.9% | $6,426-92.5% | $5,609-91.4% |
| Admin fee / account holder | $31 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |