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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 | $12,515 | $106,923-88.3% | $84,023-85.1% | $152,909-91.8% |
| Participation rate | 57.1% | 75.3%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $9,703 | $2,735+254.7% | $1,984+389.1% | $4,764+103.7% |
| Participant deferral / active EE | $316 | $4,013-92.1% | $3,239-90.3% | $5,851-94.6% |
| Admin fee / account holder | $5 | $8,289-99.9% | $6,102-99.9% | $11,601-100.0% |