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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 | $2,450 | $75,183-96.7% | $123,894-98.0% | $55,167-95.6% |
| Participation rate | 52.3% | 72.8%-20.5pp | 81.4%-29.1pp | 69.0%-16.7pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,282 | $5,084-74.8% | $5,984-78.6% | $3,054-58.0% |
| Admin fee / account holder | $17 | $663-97.5% | $8,357-99.8% | $504-96.7% |