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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 | $7,759 | $89,370-91.3% | $141,197-94.5% | $72,976-89.4% |
| Participation rate | 6.8% | 75.1%-68.3pp | 82.5%-75.7pp | 69.5%-62.7pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $132 | $5,419-97.6% | $6,710-98.0% | $3,608-96.3% |
| Admin fee / account holder | $81 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |