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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 | $4,395 | $49,896-91.2% | $80,627-94.5% | $75,173-94.2% |
| Participation rate | 3.4% | 55.3%-51.9pp | 67.0%-63.6pp | 67.2%-63.8pp |
| Annual return | 30.21% | 34.67%-4.5pp | 936.76%-906.6pp | 160.72%-130.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $79 | $2,992-97.4% | $4,443-98.2% | $4,126-98.1% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |