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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 | $1,199 | $92,684-98.7% | $82,706-98.6% | $134,509-99.1% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -11.13% | 945.84%-957.0pp | 701.76%-712.9pp | 418.13%-429.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $444 | $4,800-90.8% | $4,394-89.9% | $6,400-93.1% |
| Admin fee / account holder | $12 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |