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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 | $5,467 | $90,606-94.0% | $79,466-93.1% | $135,379-96.0% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -7.26% | 977.69%-985.0pp | 718.28%-725.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $531 | $3,068-82.7% | $2,800-81.1% | $4,779-88.9% |
| Participant deferral / active EE | $47 | $4,050-98.8% | $3,704-98.7% | $5,609-99.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |