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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 | $6,073 | $82,630-92.7% | $64,105-90.5% | $125,389-95.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 68.2%-48.2pp | 83.2%-63.2pp |
| Annual return | -0.50% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $416 | $2,671-84.4% | $1,820-77.1% | $4,866-91.5% |
| Participant deferral / active EE | $520 | $3,608-85.6% | $2,822-81.6% | $5,352-90.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |