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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 | $5,866 | $92,766-93.7% | $82,763-92.9% | $134,545-95.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.13% | 946.97%-965.1pp | 702.45%-720.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $361 | $3,273-89.0% | $3,008-88.0% | $4,742-92.4% |
| Participant deferral / active EE | $363 | $4,802-92.4% | $4,395-91.7% | $6,401-94.3% |
| Admin fee / account holder | $58 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |