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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 | $4,105 | $94,529-95.7% | $140,019-97.1% | $64,173-93.6% |
| Participation rate | 42.9% | 84.1%-41.2pp | 87.5%-44.6pp | 69.6%-26.7pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.15%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,048 | $5,250-61.0% | $6,927-70.4% | $3,470-41.0% |
| Admin fee / account holder | $5 | $6,741-99.9% | $10,705-100.0% | $4,887-99.9% |