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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 | $4,623 | $92,743-95.0% | $82,744-94.4% | $134,532-96.6% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -16.77% | 946.63%-963.4pp | 702.22%-719.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $508 | $4,802-89.4% | $4,395-88.4% | $6,401-92.1% |
| Admin fee / account holder | $91 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |