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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 | $1,939 | $197,819-99.0% | $155,789-98.8% | $125,389-98.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -1.60% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $515 | $5,631-90.9% | $4,798-89.3% | $5,352-90.4% |
| Admin fee / account holder | $74 | $9,544-99.2% | $7,477-99.0% | $9,541-99.2% |