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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 | $13,960 | $138,075-89.9% | $123,552-88.7% | $135,379-89.7% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -9.04% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $932 | $5,152-81.9% | $4,628-79.9% | $4,779-80.5% |
| Participant deferral / active EE | $1,914 | $6,800-71.9% | $6,426-70.2% | $5,609-65.9% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |