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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 | $10,289 | $105,210-90.2% | $159,487-93.5% | $85,851-88.0% |
| Participation rate | 5.6% | 75.8%-70.2pp | 82.8%-77.3pp | 69.3%-63.8pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $941 | $5,946-84.2% | $7,354-87.2% | $3,952-76.2% |
| Admin fee / account holder | $35 | $6,934-99.5% | $10,804-99.7% | $6,261-99.4% |