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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 | $3,166 | $93,098-96.6% | $77,081-95.9% | $134,509-97.6% |
| Participation rate | 14.3% | 74.5%-60.2pp | 67.9%-53.6pp | 81.2%-66.9pp |
| Annual return | -20.55% | 62.63%-83.2pp | 42.33%-62.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $217 | $5,239-95.9% | $4,428-95.1% | $6,400-96.6% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |