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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 | $14,167 | $180,462-92.1% | $154,111-90.8% | $135,379-89.5% |
| Participation rate | 40.9% | 87.4%-46.5pp | 83.0%-42.1pp | 82.6%-41.7pp |
| Annual return | -2.15% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $373 | $5,806-93.6% | $5,081-92.7% | $5,609-93.4% |
| Admin fee / account holder | $24 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |