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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 | $2,465 | $34,316-92.8% | $74,719-96.7% | $72,983-96.6% |
| Participation rate | 3.6% | 42.4%-38.8pp | 54.5%-50.9pp | 69.5%-65.9pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $157 | $1,272-87.6% | $1,963-92.0% | $3,608-95.6% |
| Admin fee / account holder | $15 | $2,125-99.3% | $3,334-99.6% | $5,124-99.7% |