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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 | $1,228 | $50,637-97.6% | $86,582-98.6% | $62,293-98.0% |
| Participation rate | 5.0% | 67.9%-62.9pp | 73.5%-68.6pp | 69.5%-64.5pp |
| Annual return | 0.00% | 20.80%-20.8pp | 965.08%-965.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $60 | $2,611-97.7% | $3,609-98.3% | $3,169-98.1% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |