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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 | $3,349 | $86,298-96.1% | $111,308-97.0% | $85,847-96.1% |
| Participation rate | 38.6% | 73.3%-34.7pp | 77.3%-38.7pp | 69.3%-30.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,340 | $3,641-63.2% | $4,487-70.1% | $3,952-66.1% |
| Admin fee / account holder | $37 | $8,189-99.5% | $7,965-99.5% | $6,261-99.4% |