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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 | $5,506 | $180,459-96.9% | $154,108-96.4% | $135,380-95.9% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -6.20% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $234 | $5,806-96.0% | $5,081-95.4% | $5,609-95.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |