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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 | $27,491 | $168,635-83.7% | $147,617-81.4% | $125,389-78.1% |
| Participation rate | 64.3% | 88.8%-24.5pp | 84.6%-20.3pp | 83.2%-18.9pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,084 | $5,507-80.3% | $4,895-77.9% | $5,352-79.7% |
| Admin fee / account holder | $259 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |