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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 | $2,893 | $99,644-97.1% | $86,438-96.7% | $134,532-97.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.44% | 6787.26%-6805.7pp | 4397.19%-4415.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,026 | $4,402-76.7% | $3,769-72.8% | $4,741-78.4% |
| Participant deferral / active EE | $984 | $7,247-86.4% | $6,952-85.8% | $6,401-84.6% |
| Admin fee / account holder | $12 | $8,375-99.9% | $6,733-99.8% | $11,429-99.9% |