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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 | $13,697 | $135,645-89.9% | $110,243-87.6% | $135,380-89.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 0.56% | 513.24%-512.7pp | 314.76%-314.2pp | 519.81%-519.2pp |
| Employer contribution / active EE | $3,323 | $4,907-32.3% | $3,827-13.2% | $4,779-30.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141 | $11,458-98.8% | $8,548-98.4% | $10,828-98.7% |