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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 | $9,849 | $138,102-92.9% | $125,381-92.1% | $134,532-92.7% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -13.98% | 750.73%-764.7pp | 572.31%-586.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,511 | $5,245-52.1% | $4,815-47.9% | $4,741-47.0% |
| Participant deferral / active EE | $711 | $7,801-90.9% | $7,448-90.4% | $6,401-88.9% |
| Admin fee / account holder | $142 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |