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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 | $13,615 | $160,059-91.5% | $140,019-90.3% | $135,380-89.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -8.31% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,803 | $7,641-76.4% | $6,927-74.0% | $5,609-67.9% |
| Admin fee / account holder | $146 | $13,328-98.9% | $10,705-98.6% | $10,828-98.6% |