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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 | $3,809 | $95,415-96.0% | $185,851-98.0% | $85,851-95.6% |
| Participation rate | 31.6% | 68.8%-37.2pp | 81.7%-50.1pp | 69.3%-37.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $622 | $3,314-81.2% | $5,168-88.0% | $2,565-75.8% |
| Participant deferral / active EE | $925 | $3,424-73.0% | $5,569-83.4% | $3,952-76.6% |
| Admin fee / account holder | $1 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |