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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 | $64,705-90.8% | $62,929-90.5% | $67,986-91.2% |
| Participation rate | 8.9% | 65.6%-56.7pp | 73.1%-64.2pp | 57.2%-48.3pp |
| Annual return | 0.00% | 20.31%-20.3pp | 1063.93%-1063.9pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $497 | $3,198-84.5% | $3,888-87.2% | $3,358-85.2% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |