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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 | $8,135 | $56,197-85.5% | $67,652-88.0% | $59,633-86.4% |
| Participation rate | 58.5% | 71.5%-12.9pp | 75.7%-17.1pp | 68.7%-10.1pp |
| Annual return | -1.79% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $198 | $2,844-93.0% | $3,560-94.4% | $3,192-93.8% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |