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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 | $5,449 | $97,761-94.4% | $83,850-93.5% | $135,382-96.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -1.44% | 1287.44%-1288.9pp | 850.92%-852.4pp | 519.77%-521.2pp |
| Employer contribution / active EE | $849 | $4,222-79.9% | $3,631-76.6% | $4,779-82.2% |
| Participant deferral / active EE | $736 | $4,682-84.3% | $4,082-82.0% | $5,609-86.9% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,829-99.8% |