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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 | $4,456 | $84,685-94.7% | $73,836-94.0% | $125,389-96.4% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -1.60% | 3123.80%-3125.4pp | 2268.06%-2269.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $266 | $3,123-91.5% | $2,787-90.4% | $4,866-94.5% |
| Participant deferral / active EE | $326 | $3,993-91.8% | $3,583-90.9% | $5,352-93.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |