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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 | $2,761 | $90,606-97.0% | $79,466-96.5% | $135,379-98.0% |
| Participation rate | 11.1% | 76.0%-64.9pp | 73.3%-62.2pp | 82.6%-71.5pp |
| Annual return | -5.60% | 977.69%-983.3pp | 718.28%-723.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $200 | $4,050-95.1% | $3,704-94.6% | $5,609-96.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |