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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 | $4,519 | $77,817-94.2% | $123,553-96.3% | $64,173-93.0% |
| Participation rate | 1.7% | 74.7%-73.0pp | 82.3%-80.6pp | 69.6%-67.9pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $800 | $5,240-84.7% | $6,426-87.6% | $3,470-77.0% |
| Admin fee / account holder | $229 | $5,519-95.9% | $9,284-97.5% | $4,887-95.3% |