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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 | $16,149 | $180,466-91.1% | $154,114-89.5% | $135,382-88.1% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -6.17% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,006 | $5,806-82.7% | $5,081-80.2% | $5,609-82.1% |
| Admin fee / account holder | $106 | $16,144-99.3% | $13,411-99.2% | $10,829-99.0% |