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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 | $5,346 | $90,607-94.1% | $79,467-93.3% | $135,380-96.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -6.23% | 977.74%-984.0pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $243 | $3,068-92.1% | $2,800-91.3% | $4,779-94.9% |
| Participant deferral / active EE | $341 | $4,050-91.6% | $3,704-90.8% | $5,609-93.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |