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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 | $7,117 | $97,761-92.7% | $83,850-91.5% | $135,382-94.7% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -6.30% | 1287.44%-1293.7pp | 850.92%-857.2pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,008 | $4,682-78.5% | $4,082-75.3% | $5,609-82.0% |
| Admin fee / account holder | $180 | $6,674-97.3% | $5,478-96.7% | $10,829-98.3% |