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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 | $23,886 | $135,645-82.4% | $110,243-78.3% | $135,379-82.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -5.11% | 513.24%-518.3pp | 314.76%-319.9pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,468 | $4,907-70.1% | $3,827-61.6% | $4,779-69.3% |
| Participant deferral / active EE | $1,468 | $5,507-73.3% | $4,672-68.6% | $5,609-73.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |