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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 | $3,765 | $90,607-95.8% | $79,467-95.3% | $135,380-97.2% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -7.73% | 977.74%-985.5pp | 718.30%-726.0pp | 519.81%-527.5pp |
| Employer contribution / active EE | $135 | $3,068-95.6% | $2,800-95.2% | $4,779-97.2% |
| Participant deferral / active EE | $220 | $4,050-94.6% | $3,704-94.1% | $5,609-96.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |