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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 | $1,619 | $63,861-97.5% | $104,639-98.5% | $79,856-98.0% |
| Participation rate | 25.0% | 64.9%-39.9pp | 74.1%-49.1pp | 69.6%-44.6pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.67%-340.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $361 | $2,693-86.6% | $3,738-90.3% | $3,741-90.4% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |