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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 | $92,743-98.7% | $82,744-98.6% | $134,532-99.1% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -11.13% | 946.63%-957.8pp | 702.22%-713.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $444 | $4,802-90.8% | $4,395-89.9% | $6,401-93.1% |
| Admin fee / account holder | $12 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |