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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 | $3,702 | $73,638-95.0% | $95,960-96.1% | $73,493-95.0% |
| Participation rate | 13.7% | 76.2%-62.4pp | 77.1%-63.4pp | 70.7%-57.0pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.63%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $450 | $3,617-87.6% | $4,167-89.2% | $3,740-88.0% |
| Admin fee / account holder | $50 | $482-89.7% | $6,797-99.3% | $513-90.3% |