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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 | $3,184 | $34,220-90.7% | $73,836-95.7% | $59,188-94.6% |
| Participation rate | 4.2% | 59.1%-54.9pp | 73.4%-69.3pp | 69.4%-65.2pp |
| Annual return | 0.00% | 3.36%-3.4pp | 2268.06%-2268.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $147 | $2,035-92.8% | $3,583-95.9% | $3,265-95.5% |
| Admin fee / account holder | $32 | $64-50.4% | $4,882-99.3% | $92-65.5% |