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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 | $18,891 | $138,076-86.3% | $123,553-84.7% | $135,380-86.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.66% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,301 | $5,152-74.7% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $1,585 | $6,800-76.7% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |