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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 | $6,600 | $90,606-92.7% | $79,466-91.7% | $135,379-95.1% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -5.36% | 977.69%-983.0pp | 718.28%-723.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $515 | $4,050-87.3% | $3,704-86.1% | $5,609-90.8% |
| Admin fee / account holder | $19 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |