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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 | $3,038 | $46,534-93.5% | $64,097-95.3% | $75,177-96.0% |
| Participation rate | 6.7% | 65.9%-59.3pp | 72.3%-65.7pp | 67.2%-60.5pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $250 | $2,835-91.2% | $3,881-93.6% | $4,126-94.0% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |