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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 | $11,311 | $166,131-93.2% | $164,975-93.1% | $145,877-92.2% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 10.75% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,185 | $6,962-83.0% | $6,033-80.4% | $6,691-82.3% |
| Admin fee / account holder | $160 | $16,648-99.0% | $12,688-98.7% | $13,402-98.8% |