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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 | $3,970 | $91,439-95.7% | $135,974-97.1% | $71,511-94.4% |
| Participation rate | 23.5% | 75.7%-52.2pp | 81.9%-58.5pp | 67.9%-44.5pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.30%-68.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $908 | $7,093-87.2% | $7,760-88.3% | $4,291-78.8% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |