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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 | $8,668 | $180,466-95.2% | $154,114-94.4% | $135,382-93.6% |
| Participation rate | 10.5% | 87.4%-76.9pp | 83.0%-72.5pp | 82.6%-72.1pp |
| Annual return | -8.49% | 888.15%-896.6pp | 735.16%-743.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,056 | $5,806-81.8% | $5,081-79.2% | $5,609-81.2% |
| Admin fee / account holder | $136 | $16,144-99.2% | $13,411-99.0% | $10,829-98.7% |