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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 | $5,218 | $106,549-95.1% | $91,225-94.3% | $134,509-96.1% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -9.85% | 160.73%-170.6pp | 114.10%-123.9pp | 418.13%-428.0pp |
| Employer contribution / active EE | $662 | $3,331-80.1% | $2,851-76.8% | $4,741-86.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $80 | $6,234-98.7% | $5,422-98.5% | $11,427-99.3% |