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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 | $5,980 | $90,617-93.4% | $79,476-92.5% | $135,382-95.6% |
| Participation rate | 42.9% | 76.1%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -7.17% | 977.57%-984.7pp | 718.21%-725.4pp | 519.77%-526.9pp |
| Employer contribution / active EE | $1,533 | $3,068-50.0% | $2,800-45.2% | $4,779-67.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |