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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 | $1,374 | $51,202-97.3% | $70,548-98.1% | $75,181-98.2% |
| Participation rate | 7.7% | 61.0%-53.3pp | 68.3%-60.7pp | 67.2%-59.5pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $92 | $2,850-96.8% | $4,567-98.0% | $4,126-97.8% |
| Admin fee / account holder | $1 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |