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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 | $92,766-97.4% | $82,763-97.1% | $134,545-98.2% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -17.76% | 946.97%-964.7pp | 702.45%-720.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $437 | $4,802-90.9% | $4,395-90.1% | $6,401-93.2% |
| Admin fee / account holder | $276 | $5,978-95.4% | $5,325-94.8% | $11,431-97.6% |