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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 | $7,963 | $50,898-84.4% | $171,082-95.3% | $55,167-85.6% |
| Participation rate | 3.7% | 63.3%-59.6pp | 76.7%-73.0pp | 69.0%-65.3pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $172 | $2,994-94.3% | $4,797-96.4% | $3,054-94.4% |
| Admin fee / account holder | $61 | $500-87.7% | $8,520-99.3% | $504-87.8% |