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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 | $3,614 | $53,841-93.3% | $75,731-95.2% | $85,851-95.8% |
| Participation rate | 4.0% | 69.0%-65.0pp | 74.8%-70.8pp | 69.3%-65.3pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.65%-104.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $205 | $2,895-92.9% | $3,820-94.6% | $3,952-94.8% |
| Admin fee / account holder | $50 | $3,340-98.5% | $3,620-98.6% | $6,261-99.2% |