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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 | $9,029 | $138,078-93.5% | $125,363-92.8% | $134,509-93.3% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -20.41% | 750.49%-770.9pp | 572.15%-592.6pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,485 | $5,245-71.7% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $2,011 | $7,800-74.2% | $7,447-73.0% | $6,400-68.6% |
| Admin fee / account holder | $16 | $11,566-99.9% | $10,005-99.8% | $11,427-99.9% |