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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 | $1,279 | $51,194-97.5% | $70,525-98.2% | $75,173-98.3% |
| Participation rate | 35.8% | 60.9%-25.1pp | 68.4%-32.5pp | 67.2%-31.4pp |
| Annual return | 0.00% | 30.03%-30.0pp | 32.76%-32.8pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,974-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $466 | $2,850-83.6% | $4,567-89.8% | $4,126-88.7% |
| Admin fee / account holder | $17 | $4,092-99.6% | $6,413-99.7% | $5,651-99.7% |