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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 | $22,030 | $160,059-86.2% | $140,019-84.3% | $135,379-83.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.04% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,424 | $6,420-62.2% | $5,605-56.8% | $4,779-49.3% |
| Participant deferral / active EE | $175 | $7,641-97.7% | $6,927-97.5% | $5,609-96.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |