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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 | $3,472 | $92,743-96.3% | $82,744-95.8% | $134,532-97.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.68% | 946.63%-967.3pp | 702.22%-722.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $645 | $3,273-80.3% | $3,008-78.6% | $4,741-86.4% |
| Participant deferral / active EE | $645 | $4,802-86.6% | $4,395-85.3% | $6,401-89.9% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |