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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 | $3,689 | $92,743-96.0% | $82,744-95.5% | $134,532-97.3% |
| Participation rate | 15.8% | 75.2%-59.4pp | 72.6%-56.8pp | 81.2%-65.4pp |
| Annual return | -20.89% | 946.63%-967.5pp | 702.22%-723.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $153 | $4,802-96.8% | $4,395-96.5% | $6,401-97.6% |
| Admin fee / account holder | $166 | $5,977-97.2% | $5,325-96.9% | $11,429-98.5% |