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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 | $8,908 | $82,630-89.2% | $64,105-86.1% | $125,389-92.9% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -3.13% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $306 | $2,671-88.6% | $1,820-83.2% | $4,866-93.7% |
| Participant deferral / active EE | $612 | $3,608-83.0% | $2,822-78.3% | $5,352-88.6% |
| Admin fee / account holder | $82 | $6,382-98.7% | $4,499-98.2% | $9,541-99.1% |