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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 | $3,496 | $61,605-94.3% | $112,273-96.9% | $75,173-95.3% |
| Participation rate | 2.7% | 61.7%-58.9pp | 72.4%-69.7pp | 67.2%-64.5pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $88 | $3,108-97.2% | $4,800-98.2% | $4,126-97.9% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |