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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 | $4,711 | $90,617-94.8% | $79,476-94.1% | $135,382-96.5% |
| Participation rate | 14.3% | 76.1%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | -8.92% | 977.57%-986.5pp | 718.21%-727.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $117 | $3,068-96.2% | $2,800-95.8% | $4,779-97.6% |
| Participant deferral / active EE | $146 | $4,050-96.4% | $3,704-96.1% | $5,609-97.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |