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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 | $4,465 | $92,684-95.2% | $82,706-94.6% | $134,509-96.7% |
| Participation rate | 6.3% | 75.2%-68.9pp | 72.6%-66.3pp | 81.2%-75.0pp |
| Annual return | -16.97% | 945.84%-962.8pp | 701.76%-718.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $700 | $4,800-85.4% | $4,394-84.1% | $6,400-89.1% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |