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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 | $2,931 | $75,962-96.1% | $154,111-98.1% | $64,173-95.4% |
| Participation rate | 46.0% | 70.4%-24.4pp | 83.0%-37.0pp | 69.6%-23.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,050 | $3,350-68.7% | $5,298-80.2% | $2,381-55.9% |
| Participant deferral / active EE | $616 | $3,175-80.6% | $5,081-87.9% | $3,470-82.2% |
| Admin fee / account holder | $81 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |