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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 | $2,201 | $95,979-97.7% | $74,551-97.0% | $135,380-98.4% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.48% | 56.97%-65.4pp | 32.53%-41.0pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $417 | $3,844-89.2% | $3,108-86.6% | $5,609-92.6% |
| Admin fee / account holder | $17 | $6,522-99.7% | $5,059-99.7% | $10,828-99.8% |