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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 | $3,254 | $95,406-96.6% | $185,849-98.2% | $85,847-96.2% |
| Participation rate | 17.2% | 68.8%-51.5pp | 81.7%-64.5pp | 69.3%-52.1pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $681 | $3,424-80.1% | $5,569-87.8% | $3,952-82.8% |
| Admin fee / account holder | $202 | $7,214-97.2% | $16,244-98.8% | $6,261-96.8% |