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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 | $24,958 | $180,466-86.2% | $154,114-83.8% | $135,382-81.6% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -7.73% | 888.15%-895.9pp | 735.16%-742.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $3,381 | $6,035-44.0% | $5,298-36.2% | $4,779-29.2% |
| Participant deferral / active EE | $426 | $5,806-92.7% | $5,081-91.6% | $5,609-92.4% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |