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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 | $2,699 | $98,766-97.3% | $149,730-98.2% | $79,852-96.6% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.5%-56.6pp | 69.6%-43.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $893 | $5,681-84.3% | $6,843-87.0% | $3,740-76.1% |
| Admin fee / account holder | $11 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |