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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 | $3,695 | $103,387-96.4% | $87,102-95.8% | $152,885-97.6% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.9%-30.7pp | 82.5%-36.3pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $824 | $4,778-82.7% | $4,048-79.6% | $5,851-85.9% |
| Admin fee / account holder | $7 | $12,193-99.9% | $7,491-99.9% | $11,598-99.9% |