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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 | $5,688 | $92,743-93.9% | $82,744-93.1% | $134,532-95.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -18.44% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $556 | $3,273-83.0% | $3,008-81.5% | $4,741-88.3% |
| Participant deferral / active EE | $855 | $4,802-82.2% | $4,395-80.6% | $6,401-86.6% |
| Admin fee / account holder | $23 | $5,977-99.6% | $5,325-99.6% | $11,429-99.8% |