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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 | $15,094 | $197,819-92.4% | $155,789-90.3% | $125,389-88.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.41% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $441 | $4,850-90.9% | $3,839-88.5% | $4,866-90.9% |
| Participant deferral / active EE | $672 | $5,631-88.1% | $4,798-86.0% | $5,352-87.4% |
| Admin fee / account holder | $188 | $9,544-98.0% | $7,477-97.5% | $9,541-98.0% |