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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 | $9,030 | $149,679-94.0% | $117,039-92.3% | $147,586-93.9% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $352 | $4,912-92.8% | $3,929-91.0% | $5,439-93.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |