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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 | $1,491 | $129,959-98.9% | $104,301-98.6% | $134,532-98.9% |
| Participation rate | 19.0% | 79.5%-60.5pp | 73.3%-54.2pp | 81.2%-62.2pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $328 | $5,589-94.1% | $4,626-92.9% | $6,401-94.9% |
| Admin fee / account holder | $172 | $9,325-98.2% | $7,340-97.7% | $11,429-98.5% |