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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 | $25,656 | $135,645-81.1% | $110,243-76.7% | $135,379-81.0% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.83% | 513.24%-518.1pp | 314.76%-319.6pp | 519.79%-524.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $859 | $5,507-84.4% | $4,672-81.6% | $5,609-84.7% |
| Admin fee / account holder | $248 | $11,458-97.8% | $8,548-97.1% | $10,828-97.7% |