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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 | $15,825 | $138,076-88.5% | $123,553-87.2% | $135,380-88.3% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -3.71% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,179 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,491 | $6,800-78.1% | $6,426-76.8% | $5,609-73.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |