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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 | $4,918 | $92,707-94.7% | $82,726-94.1% | $134,493-96.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -12.85% | 945.12%-958.0pp | 701.33%-714.2pp | 418.01%-430.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $817 | $4,801-83.0% | $4,394-81.4% | $6,400-87.2% |
| Admin fee / account holder | $19 | $5,980-99.7% | $5,328-99.6% | $11,425-99.8% |