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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 | $4,462 | $101,283-95.6% | $75,826-94.1% | $135,380-96.7% |
| Participation rate | 15.4% | 72.7%-57.3pp | 68.2%-52.8pp | 82.6%-67.3pp |
| Annual return | -4.99% | 3384.62%-3389.6pp | 1914.15%-1919.1pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $82 | $3,469-97.6% | $2,862-97.2% | $5,609-98.5% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |