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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 | $5,554 | $141,001-96.1% | $112,228-95.1% | $139,487-96.0% |
| Participation rate | 20.0% | 79.2%-59.2pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,117 | $4,285-50.6% | $3,432-38.3% | $4,755-55.5% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |