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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 | $6,101 | $92,743-93.4% | $82,744-92.6% | $134,532-95.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.36% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $588 | $4,802-87.7% | $4,395-86.6% | $6,401-90.8% |
| Admin fee / account holder | $121 | $5,977-98.0% | $5,325-97.7% | $11,429-98.9% |