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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 | $2,879 | $58,888-95.1% | $178,498-98.4% | $73,493-96.1% |
| Participation rate | 6.5% | 66.2%-59.7pp | 81.9%-75.4pp | 70.7%-64.2pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.09%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $45 | $2,568-98.2% | $5,202-99.1% | $3,740-98.8% |
| Admin fee / account holder | $70 | $400-82.6% | $13,985-99.5% | $513-86.5% |