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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 | $14,451 | $138,075-89.5% | $123,552-88.3% | $135,379-89.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.74% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,511 | $6,800-77.8% | $6,426-76.5% | $5,609-73.1% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |