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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 | $16,013 | $82,630-80.6% | $64,105-75.0% | $125,389-87.2% |
| Participation rate | 38.9% | 75.9%-37.0pp | 68.2%-29.3pp | 83.2%-44.3pp |
| Annual return | -2.42% | 1489.72%-1492.1pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $474 | $2,671-82.3% | $1,820-74.0% | $4,866-90.3% |
| Participant deferral / active EE | $592 | $3,608-83.6% | $2,822-79.0% | $5,352-88.9% |
| Admin fee / account holder | $277 | $6,382-95.7% | $4,499-93.9% | $9,541-97.1% |