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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 | $7,613 | $190,916-96.0% | $160,037-95.2% | $134,545-94.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.06% | 552.79%-571.8pp | 408.95%-428.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $500 | $6,925-92.8% | $6,184-91.9% | $6,401-92.2% |
| Admin fee / account holder | $162 | $10,497-98.5% | $8,716-98.1% | $11,431-98.6% |