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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 | $8,390 | $80,332-89.6% | $107,187-92.2% | $64,097-86.9% |
| Participation rate | 2.5% | 54.4%-51.9pp | 75.0%-72.5pp | 55.2%-52.6pp |
| Annual return | 0.00% | 24.26%-24.3pp | 204.55%-204.5pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $195 | $3,109-93.7% | $5,096-96.2% | $3,080-93.7% |
| Admin fee / account holder | $63 | $4,314-98.5% | $9,162-99.3% | $3,454-98.2% |