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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 | $19,942 | $138,076-85.6% | $123,553-83.9% | $135,380-85.3% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -7.82% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,182 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $2,029 | $6,800-70.2% | $6,426-68.4% | $5,609-63.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |