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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 | $1,581 | $92,743-98.3% | $82,744-98.1% | $134,532-98.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -15.66% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $44 | $4,802-99.1% | $4,395-99.0% | $6,401-99.3% |
| Admin fee / account holder | $1 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |