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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 | $4,676 | $75,962-93.8% | $154,108-97.0% | $64,173-92.7% |
| Participation rate | 13.7% | 70.4%-56.7pp | 83.0%-69.3pp | 69.6%-55.8pp |
| Annual return | -5.84% | 30.32%-36.2pp | 735.21%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $97 | $3,175-96.9% | $5,081-98.1% | $3,470-97.2% |
| Admin fee / account holder | $31 | $5,589-99.4% | $13,411-99.8% | $4,887-99.4% |