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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 | $11,367 | $135,639-91.6% | $110,241-89.7% | $135,382-91.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -4.57% | 513.21%-517.8pp | 314.75%-319.3pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,476 | $4,907-49.5% | $3,827-35.3% | $4,779-48.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $125 | $11,457-98.9% | $8,548-98.5% | $10,829-98.8% |