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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 | $4,378 | $92,684-95.3% | $82,706-94.7% | $134,509-96.7% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -19.37% | 945.84%-965.2pp | 701.76%-721.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $394 | $3,272-88.0% | $3,007-86.9% | $4,741-91.7% |
| Participant deferral / active EE | $439 | $4,800-90.9% | $4,394-90.0% | $6,400-93.1% |
| Admin fee / account holder | $34 | $5,982-99.4% | $5,329-99.4% | $11,427-99.7% |