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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 | $3,109 | $196,972-98.4% | $182,262-98.3% | $198,609-98.4% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $2,038 | $5,364-62.0% | $5,046-59.6% | $5,055-59.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |