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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 | $2,375 | $85,206-97.2% | $172,745-98.6% | $72,986-96.7% |
| Participation rate | 32.4% | 70.1%-37.6pp | 82.6%-50.2pp | 69.5%-37.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.90%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $790 | $3,260-75.8% | $5,197-84.8% | $3,607-78.1% |
| Admin fee / account holder | $10 | $5,883-99.8% | $13,954-99.9% | $5,124-99.8% |