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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 | $9,882 | $97,729-89.9% | $83,830-88.2% | $135,379-92.7% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | -8.30% | 1287.52%-1295.8pp | 850.97%-859.3pp | 519.79%-528.1pp |
| Employer contribution / active EE | $710 | $4,222-83.2% | $3,631-80.4% | $4,779-85.1% |
| Participant deferral / active EE | $1,139 | $4,683-75.7% | $4,082-72.1% | $5,609-79.7% |
| Admin fee / account holder | $235 | $6,674-96.5% | $5,479-95.7% | $10,828-97.8% |