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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 | $20,550 | $138,075-85.1% | $123,552-83.4% | $135,379-84.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -0.09% | 153.70%-153.8pp | 119.20%-119.3pp | 519.79%-519.9pp |
| Employer contribution / active EE | $982 | $5,152-80.9% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $1,385 | $6,800-79.6% | $6,426-78.4% | $5,609-75.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |