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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 | $14,239 | $91,537-84.4% | $130,045-89.1% | $75,173-81.1% |
| Participation rate | 50.0% | 71.5%-21.5pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 69.47% | -631.55%+701.0pp | -137.30%+206.8pp | 160.72%-91.2pp |
| Employer contribution / active EE | $780 | $2,845-72.6% | $4,321-82.0% | $2,671-70.8% |
| Participant deferral / active EE | $1,739 | $4,343-60.0% | $5,820-70.1% | $4,126-57.9% |
| Admin fee / account holder | $143 | $6,780-97.9% | $10,600-98.6% | $5,651-97.5% |