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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 | $9,291 | $98,776-90.6% | $149,745-93.8% | $79,856-88.4% |
| Participation rate | 22.6% | 75.8%-53.2pp | 82.5%-59.9pp | 69.6%-47.1pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,642 | $5,681-71.1% | $6,843-76.0% | $3,741-56.1% |
| Admin fee / account holder | $89 | $6,053-98.5% | $9,312-99.0% | $5,306-98.3% |