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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 | $5,968 | $67,594-91.2% | $77,361-92.3% | $69,733-91.4% |
| Participation rate | 8.9% | 71.7%-62.8pp | 75.0%-66.0pp | 62.5%-53.5pp |
| Annual return | 0.00% | 19.20%-19.2pp | 1011.54%-1011.5pp | 15.22%-15.2pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $497 | $3,401-85.4% | $3,911-87.3% | $3,054-83.7% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |