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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 | $2,105 | $75,962-97.2% | $154,108-98.6% | $64,173-96.7% |
| Participation rate | 54.5% | 70.4%-15.9pp | 83.0%-28.5pp | 69.6%-15.0pp |
| Annual return | -5.25% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $269 | $3,175-91.5% | $5,081-94.7% | $3,470-92.2% |
| Admin fee / account holder | $174 | $5,589-96.9% | $13,411-98.7% | $4,887-96.4% |