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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 | $16,639 | $82,630-79.9% | $64,105-74.0% | $125,389-86.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -1.54% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $595 | $3,608-83.5% | $2,822-78.9% | $5,352-88.9% |
| Admin fee / account holder | $64 | $6,382-99.0% | $4,499-98.6% | $9,541-99.3% |