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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 | $12,614 | $138,075-90.9% | $123,552-89.8% | $135,379-90.7% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -7.13% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $900 | $5,152-82.5% | $4,628-80.5% | $4,779-81.2% |
| Participant deferral / active EE | $1,044 | $6,800-84.7% | $6,426-83.8% | $5,609-81.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |