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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 | $3,008 | $92,743-96.8% | $82,744-96.4% | $134,532-97.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.67% | 946.63%-966.3pp | 702.22%-721.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $334 | $3,273-89.8% | $3,008-88.9% | $4,741-93.0% |
| Participant deferral / active EE | $353 | $4,802-92.7% | $4,395-92.0% | $6,401-94.5% |
| Admin fee / account holder | $13 | $5,977-99.8% | $5,325-99.7% | $11,429-99.9% |