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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 | $11,737 | $138,102-91.5% | $125,381-90.6% | $134,532-91.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.87% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,452 | $5,245-72.3% | $4,815-69.8% | $4,741-69.4% |
| Participant deferral / active EE | $2,028 | $7,801-74.0% | $7,448-72.8% | $6,401-68.3% |
| Admin fee / account holder | $23 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |