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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 | $1,229 | $43,730-97.2% | $121,220-99.0% | $64,173-98.1% |
| Participation rate | 12.7% | 58.3%-45.6pp | 71.8%-59.0pp | 69.6%-56.8pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $165 | $2,281-92.8% | $3,345-95.1% | $3,470-95.3% |
| Admin fee / account holder | $1 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |