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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 | $10,715 | $134,001-92.0% | $112,258-90.5% | $134,509-92.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.57% | 47.15%-66.7pp | 27.47%-47.0pp | 418.13%-437.7pp |
| Employer contribution / active EE | $918 | $4,039-77.3% | $3,636-74.7% | $4,741-80.6% |
| Participant deferral / active EE | $918 | $5,291-82.7% | $4,728-80.6% | $6,400-85.7% |
| Admin fee / account holder | $50 | $7,491-99.3% | $6,411-99.2% | $11,427-99.6% |