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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 | $5,592 | $135,645-95.9% | $110,243-94.9% | $135,380-95.9% |
| Participation rate | 12.5% | 83.5%-71.0pp | 79.8%-67.3pp | 82.6%-70.1pp |
| Annual return | -8.17% | 513.24%-521.4pp | 314.76%-322.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $798 | $5,507-85.5% | $4,672-82.9% | $5,609-85.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |