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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 | $12,804 | $56,197-77.2% | $67,652-81.1% | $59,633-78.5% |
| Participation rate | 14.7% | 71.5%-56.8pp | 75.7%-61.0pp | 68.7%-54.0pp |
| Annual return | -1.07% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $182 | $2,844-93.6% | $3,560-94.9% | $3,192-94.3% |
| Admin fee / account holder | $183 | $3,958-95.4% | $4,821-96.2% | $4,297-95.7% |