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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 | $3,611 | $138,114-97.4% | $125,391-97.1% | $134,545-97.3% |
| Participation rate | 17.6% | 84.5%-66.9pp | 82.4%-64.7pp | 81.2%-63.6pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $435 | $7,801-94.4% | $7,448-94.2% | $6,401-93.2% |
| Admin fee / account holder | $45 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |