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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 | $12,054 | $138,076-91.3% | $123,553-90.2% | $135,380-91.1% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -3.86% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $644 | $6,800-90.5% | $6,426-90.0% | $5,609-88.5% |
| Admin fee / account holder | $51 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |