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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 | $9,084 | $84,685-89.3% | $73,836-87.7% | $125,389-92.8% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -0.93% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $56 | $3,993-98.6% | $3,583-98.4% | $5,352-99.0% |
| Admin fee / account holder | $122 | $5,694-97.9% | $4,882-97.5% | $9,541-98.7% |