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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 | $3,002 | $37,446-92.0% | $77,513-96.1% | $79,852-96.2% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.6%-58.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $116 | $637-81.8% | $987-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $166 | $1,261-86.8% | $1,861-91.1% | $3,740-95.5% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |