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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 | $4,239 | $121,341-96.5% | $189,537-97.8% | $79,391-94.7% |
| Participation rate | 13.7% | 86.1%-72.4pp | 87.8%-74.1pp | 70.7%-57.0pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.34%-555.3pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,161-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $351 | $6,395-94.5% | $8,220-95.7% | $4,046-91.3% |
| Admin fee / account holder | $233 | $651-64.3% | $12,048-98.1% | $627-62.9% |