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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 | $9,072 | $45,152-79.9% | $73,836-87.7% | $59,633-84.8% |
| Participation rate | 23.5% | 64.0%-40.5pp | 73.4%-49.9pp | 68.7%-45.1pp |
| Annual return | -2.57% | 27.40%-30.0pp | 2268.06%-2270.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $402 | $1,901-78.9% | $2,787-85.6% | $2,203-81.7% |
| Participant deferral / active EE | $321 | $2,573-87.5% | $3,583-91.0% | $3,192-89.9% |
| Admin fee / account holder | $74 | $3,515-97.9% | $4,882-98.5% | $4,297-98.3% |