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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 | $10,282 | $138,114-92.6% | $125,391-91.8% | $134,545-92.4% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -20.42% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,078 | $5,246-79.4% | $4,816-77.6% | $4,742-77.3% |
| Participant deferral / active EE | $2,071 | $7,801-73.5% | $7,448-72.2% | $6,401-67.7% |
| Admin fee / account holder | $42 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |