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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 | $4,970 | $106,557-95.3% | $91,227-94.6% | $134,545-96.3% |
| Participation rate | 17.6% | 76.8%-59.2pp | 73.2%-55.5pp | 81.2%-63.6pp |
| Annual return | -18.15% | 160.81%-179.0pp | 114.14%-132.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $307 | $4,719-93.5% | $4,234-92.8% | $6,401-95.2% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |