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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 | $2,400 | $92,707-97.4% | $82,726-97.1% | $134,493-98.2% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -17.76% | 945.12%-962.9pp | 701.33%-719.1pp | 418.01%-435.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $437 | $4,801-90.9% | $4,394-90.1% | $6,400-93.2% |
| Admin fee / account holder | $276 | $5,980-95.4% | $5,328-94.8% | $11,425-97.6% |