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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 | $29,110 | $160,059-81.8% | $140,019-79.2% | $135,379-78.5% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.5%-70.8pp | 82.6%-66.0pp |
| Annual return | -7.57% | 911.44%-919.0pp | 651.15%-658.7pp | 519.79%-527.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,127 | $7,641-85.2% | $6,927-83.7% | $5,609-79.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |