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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 | $4,596 | $98,776-95.3% | $149,745-96.9% | $79,856-94.2% |
| Participation rate | 9.3% | 75.8%-66.5pp | 82.5%-73.2pp | 69.6%-60.3pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $364 | $5,681-93.6% | $6,843-94.7% | $3,741-90.3% |
| Admin fee / account holder | $59 | $6,053-99.0% | $9,312-99.4% | $5,306-98.9% |