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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 | $6,068 | $56,638-89.3% | $169,385-96.4% | $74,440-91.8% |
| Participation rate | 7.5% | 67.5%-60.0pp | 77.2%-69.7pp | 70.7%-63.2pp |
| Annual return | 0.00% | 24.75%-24.8pp | 405.82%-405.8pp | 34.37%-34.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,012-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $449 | $4,223-89.4% | $6,221-92.8% | $4,529-90.1% |
| Admin fee / account holder | $5 | $307-98.4% | $9,011-99.9% | $348-98.6% |