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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 | $6,024 | $138,114-95.6% | $125,391-95.2% | $134,545-95.5% |
| Participation rate | 8.3% | 84.5%-76.2pp | 82.4%-74.1pp | 81.2%-72.9pp |
| Annual return | -19.93% | 750.88%-770.8pp | 572.41%-592.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $153 | $7,801-98.0% | $7,448-97.9% | $6,401-97.6% |
| Admin fee / account holder | $201 | $11,570-98.3% | $10,009-98.0% | $11,431-98.2% |