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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 | $2,669 | $55,453-95.2% | $170,435-98.4% | $62,293-95.7% |
| Participation rate | 8.3% | 66.4%-58.0pp | 83.6%-75.3pp | 69.5%-61.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $186 | $2,303-91.9% | $4,939-96.2% | $3,169-94.1% |
| Admin fee / account holder | $139 | $455-69.5% | $13,881-99.0% | $479-71.1% |