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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 | $11,678 | $138,075-91.5% | $123,552-90.5% | $135,379-91.4% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.69% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,082 | $5,152-79.0% | $4,628-76.6% | $4,779-77.3% |
| Participant deferral / active EE | $1,415 | $6,800-79.2% | $6,426-78.0% | $5,609-74.8% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |