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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 | $5,086 | $124,336-95.9% | $111,303-95.4% | $167,518-97.0% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $734 | $3,436-78.7% | $2,731-73.1% | $4,838-84.8% |
| Participant deferral / active EE | $917 | $5,181-82.3% | $4,487-79.6% | $6,342-85.5% |
| Admin fee / account holder | $2 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |