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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 | $7,492 | $100,792-92.6% | $86,691-91.4% | $134,509-94.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -19.51% | 29.08%-48.6pp | 35.94%-55.5pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,251 | $5,339-76.6% | $4,656-73.1% | $6,400-80.5% |
| Admin fee / account holder | $8 | $10,924-99.9% | $7,492-99.9% | $11,427-99.9% |