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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 | $22,722 | $180,466-87.4% | $154,114-85.3% | $135,382-83.2% |
| Participation rate | 43.5% | 87.4%-43.9pp | 83.0%-39.6pp | 82.6%-39.2pp |
| Annual return | -4.26% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $657 | $5,806-88.7% | $5,081-87.1% | $5,609-88.3% |
| Admin fee / account holder | $50 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |