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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 | $1,871 | $101,063-98.1% | $81,473-97.7% | $147,586-98.7% |
| Participation rate | 23.5% | 74.5%-50.9pp | 68.0%-44.4pp | 82.8%-59.3pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $423 | $4,242-90.0% | $3,537-88.1% | $5,439-92.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |