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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 | $1,370 | $197,819-99.3% | $155,789-99.1% | $125,389-98.9% |
| Participation rate | 18.8% | 82.1%-63.3pp | 76.1%-57.3pp | 83.2%-64.4pp |
| Annual return | -3.30% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $215 | $5,631-96.2% | $4,798-95.5% | $5,352-96.0% |
| Admin fee / account holder | $112 | $9,544-98.8% | $7,477-98.5% | $9,541-98.8% |