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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 | $2,240 | $53,128-95.8% | $86,581-97.4% | $70,124-96.8% |
| Participation rate | 29.3% | 65.3%-36.0pp | 73.5%-44.3pp | 69.5%-40.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.06%-965.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $653 | $2,695-75.8% | $3,609-81.9% | $3,332-80.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |