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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,563 | $84,685-97.0% | $73,836-96.5% | $125,389-98.0% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | -1.61% | 3123.80%-3125.4pp | 2268.06%-2269.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $848 | $3,993-78.8% | $3,583-76.3% | $5,352-84.2% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |