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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 | $1,190 | $77,416-98.5% | $69,464-98.3% | $152,897-99.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 74.6%-60.3pp | 82.5%-68.2pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $166 | $4,413-96.2% | $3,536-95.3% | $5,851-97.2% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |