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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 | $46,596-93.5% | $64,085-95.3% | $75,173-96.0% |
| Participation rate | 6.7% | 65.9%-59.3pp | 72.3%-65.6pp | 67.2%-60.5pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.69%-33.7pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $250 | $2,839-91.2% | $3,881-93.6% | $4,126-94.0% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,069-100.0% | $5,651-100.0% |