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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 | $3,807 | $99,644-96.2% | $86,438-95.6% | $134,532-97.2% |
| Participation rate | 45.5% | 82.1%-36.6pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -15.77% | 6787.26%-6803.0pp | 4397.19%-4413.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $621 | $7,247-91.4% | $6,952-91.1% | $6,401-90.3% |
| Admin fee / account holder | $32 | $8,375-99.6% | $6,733-99.5% | $11,429-99.7% |