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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 | $7,386 | $95,383-92.3% | $185,837-96.0% | $85,856-91.4% |
| Participation rate | 12.3% | 68.8%-56.5pp | 81.7%-69.4pp | 69.3%-57.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.08%-122.1pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,423-73.8% | $5,568-83.9% | $3,952-77.3% |
| Admin fee / account holder | $157 | $7,213-97.8% | $16,241-99.0% | $6,261-97.5% |