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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 | $15,130 | $138,076-89.0% | $123,553-87.8% | $135,380-88.8% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -4.62% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,083 | $5,152-79.0% | $4,628-76.6% | $4,779-77.3% |
| Participant deferral / active EE | $2,068 | $6,800-69.6% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |