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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 | $26,572 | $107,415-75.3% | $135,974-80.5% | $80,157-66.9% |
| Participation rate | 0.3% | 78.0%-77.7pp | 81.9%-81.6pp | 72.9%-72.6pp |
| Annual return | 0.00% | 91.99%-92.0pp | 68.30%-68.3pp | 40.39%-40.4pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $84 | $8,189-99.0% | $7,760-98.9% | $5,015-98.3% |
| Admin fee / account holder | $0 | $127-100.0% | $10,767-100.0% | $145-100.0% |