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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 | $1,139 | $54,757-97.9% | $90,304-98.7% | $72,975-98.4% |
| Participation rate | 3.6% | 65.2%-61.6pp | 73.3%-69.7pp | 69.5%-65.9pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $37 | $2,887-98.7% | $3,885-99.0% | $3,608-99.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |