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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 | $1,553 | $93,117-98.3% | $77,096-98.0% | $134,532-98.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -21.20% | 62.67%-83.9pp | 42.35%-63.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $416 | $3,420-87.8% | $2,814-85.2% | $4,741-91.2% |
| Participant deferral / active EE | $849 | $5,241-83.8% | $4,429-80.8% | $6,401-86.7% |
| Admin fee / account holder | $208 | $6,948-97.0% | $5,428-96.2% | $11,429-98.2% |