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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 | $6,692 | $190,879-96.5% | $160,009-95.8% | $134,532-95.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -19.39% | 552.63%-572.0pp | 408.85%-428.2pp | 418.27%-437.7pp |
| Employer contribution / active EE | $636 | $4,995-87.3% | $4,225-84.9% | $4,741-86.6% |
| Participant deferral / active EE | $705 | $6,924-89.8% | $6,183-88.6% | $6,401-89.0% |
| Admin fee / account holder | $19 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |