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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 | $1,028 | $48,053-97.9% | $84,637-98.8% | $72,976-98.6% |
| Participation rate | 7.8% | 57.6%-49.8pp | 68.2%-60.4pp | 69.5%-61.7pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $76 | $2,681-97.2% | $3,900-98.0% | $3,608-97.9% |
| Admin fee / account holder | $1 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |