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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 | $7,451 | $97,729-92.4% | $83,830-91.1% | $135,379-94.5% |
| Participation rate | 18.8% | 80.0%-61.2pp | 76.1%-57.4pp | 82.6%-63.9pp |
| Annual return | -9.51% | 1287.52%-1297.0pp | 850.97%-860.5pp | 519.79%-529.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $509 | $4,683-89.1% | $4,082-87.5% | $5,609-90.9% |
| Admin fee / account holder | $117 | $6,674-98.2% | $5,479-97.9% | $10,828-98.9% |