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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 | $2,023 | $124,330-98.4% | $109,173-98.1% | $167,536-98.8% |
| Participation rate | 59.1% | 79.5%-20.4pp | 75.9%-16.8pp | 82.1%-23.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,280 | $5,256-75.6% | $4,654-72.5% | $6,342-79.8% |
| Admin fee / account holder | $15 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |