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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 | $3,148 | $69,518-95.5% | $59,887-94.7% | $135,379-97.7% |
| Participation rate | 4.2% | 77.8%-73.7pp | 74.7%-70.5pp | 82.6%-78.5pp |
| Annual return | -6.83% | 7.95%-14.8pp | 3.46%-10.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $86 | $4,204-98.0% | $3,402-97.5% | $5,609-98.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |