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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 | $1,434 | $104,694-98.6% | $85,709-98.3% | $167,536-99.1% |
| Participation rate | 61.1% | 76.4%-15.3pp | 69.9%-8.7pp | 82.1%-21.0pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $871 | $4,826-82.0% | $3,924-77.8% | $6,342-86.3% |
| Admin fee / account holder | $20 | $10,035-99.8% | $6,876-99.7% | $12,315-99.8% |