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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 | $7,135 | $226,105-96.8% | $182,540-96.1% | $152,897-95.3% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.0%-66.9pp | 82.5%-71.3pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $765 | $6,370-88.0% | $5,525-86.2% | $5,851-86.9% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |