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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 | $4,500 | $85,171-94.7% | $172,752-97.4% | $72,975-93.8% |
| Participation rate | 15.2% | 70.1%-54.9pp | 82.6%-67.5pp | 69.5%-54.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $866 | $3,260-73.4% | $5,198-83.3% | $3,608-76.0% |
| Admin fee / account holder | $117 | $5,880-98.0% | $13,955-99.2% | $5,124-97.7% |