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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 | $12,002 | $138,102-91.3% | $125,381-90.4% | $134,532-91.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -10.57% | 750.73%-761.3pp | 572.31%-582.9pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,112 | $7,801-72.9% | $7,448-71.6% | $6,401-67.0% |
| Admin fee / account holder | $9 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |