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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 | $2,113 | $67,340-96.9% | $60,888-96.5% | $134,493-98.4% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.1%-58.8pp | 81.2%-66.9pp |
| Annual return | -17.95% | 49.97%-67.9pp | 16.91%-34.9pp | 418.01%-436.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $305 | $4,538-93.3% | $3,817-92.0% | $6,400-95.2% |
| Admin fee / account holder | $0 | $4,583-100.0% | $3,225-100.0% | $11,425-100.0% |