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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 | $3,179 | $34,316-90.7% | $74,719-95.7% | $72,983-95.6% |
| Participation rate | 8.3% | 42.4%-34.1pp | 54.5%-46.1pp | 69.5%-61.2pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $124 | $692-82.1% | $1,084-88.6% | $2,440-94.9% |
| Participant deferral / active EE | $141 | $1,272-88.9% | $1,963-92.8% | $3,608-96.1% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,334-100.0% | $5,124-100.0% |