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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 | $1,726 | $45,152-96.2% | $73,845-97.7% | $59,632-97.1% |
| Participation rate | 27.5% | 64.0%-36.5pp | 73.4%-45.9pp | 68.7%-41.2pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.91%-2267.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $482 | $2,574-81.3% | $3,583-86.5% | $3,192-84.9% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,881-100.0% | $4,297-100.0% |