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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 | $3,751 | $78,428-95.2% | $95,960-96.1% | $79,852-95.3% |
| Participation rate | 23.6% | 73.5%-49.9pp | 77.1%-53.5pp | 69.6%-46.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $874 | $3,440-74.6% | $4,167-79.0% | $3,740-76.6% |
| Admin fee / account holder | $123 | $5,622-97.8% | $6,797-98.2% | $5,306-97.7% |