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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 | $6,979 | $147,727-95.3% | $115,756-94.0% | $134,509-94.8% |
| Participation rate | 46.2% | 80.4%-34.3pp | 77.1%-30.9pp | 81.2%-35.1pp |
| Annual return | -17.09% | 73.96%-91.0pp | 143.14%-160.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,474 | $7,563-80.5% | $6,254-76.4% | $6,400-77.0% |
| Admin fee / account holder | $44 | $14,571-99.7% | $8,124-99.5% | $11,427-99.6% |