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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 | $10,058 | $138,076-92.7% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -1.38% | 153.70%-155.1pp | 119.21%-120.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $1,057 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,831 | $6,800-73.1% | $6,426-71.5% | $5,609-67.4% |
| Admin fee / account holder | $209 | $10,917-98.1% | $9,284-97.7% | $10,828-98.1% |