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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 | $65,084-90.8% | $67,681-91.2% | $64,340-90.7% |
| Participation rate | 8.9% | 66.7%-57.8pp | 73.7%-64.8pp | 55.2%-46.3pp |
| Annual return | 0.00% | 20.50%-20.5pp | 590.58%-590.6pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $497 | $3,210-84.5% | $3,976-87.5% | $2,980-83.3% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |