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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 | $3,081 | $45,041-93.2% | $63,003-95.1% | $70,131-95.6% |
| Participation rate | 6.7% | 69.5%-62.9pp | 74.8%-68.1pp | 69.5%-62.9pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $200 | $2,465-91.9% | $3,329-94.0% | $3,332-94.0% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |