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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 | $3,212 | $58,099-94.5% | $76,872-95.8% | $75,173-95.7% |
| Participation rate | 1.1% | 63.9%-62.8pp | 69.6%-68.5pp | 67.2%-66.1pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $34 | $2,999-98.9% | $3,832-99.1% | $4,126-99.2% |
| Admin fee / account holder | $2 | $4,778-100.0% | $5,476-100.0% | $5,651-100.0% |