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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 | $4,780 | $92,743-94.8% | $82,744-94.2% | $134,532-96.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.79% | 946.63%-966.4pp | 702.22%-722.0pp | 418.27%-438.1pp |
| Employer contribution / active EE | $569 | $3,273-82.6% | $3,008-81.1% | $4,741-88.0% |
| Participant deferral / active EE | $927 | $4,802-80.7% | $4,395-78.9% | $6,401-85.5% |
| Admin fee / account holder | $14 | $5,977-99.8% | $5,325-99.7% | $11,429-99.9% |