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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 | $2,428 | $90,617-97.3% | $79,476-96.9% | $135,382-98.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.32% | 977.57%-983.9pp | 718.21%-724.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $251 | $3,068-91.8% | $2,800-91.0% | $4,779-94.8% |
| Participant deferral / active EE | $418 | $4,050-89.7% | $3,704-88.7% | $5,609-92.5% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.9% | $10,829-99.9% |