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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 | $7,720 | $90,617-91.5% | $79,476-90.3% | $135,382-94.3% |
| Participation rate | 35.0% | 76.1%-41.1pp | 73.3%-38.3pp | 82.6%-47.6pp |
| Annual return | -5.53% | 977.57%-983.1pp | 718.21%-723.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $543 | $4,050-86.6% | $3,704-85.3% | $5,609-90.3% |
| Admin fee / account holder | $172 | $5,907-97.1% | $5,113-96.6% | $10,829-98.4% |