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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 | $1,786 | $63,861-97.2% | $104,625-98.3% | $79,852-97.8% |
| Participation rate | 22.6% | 64.9%-42.3pp | 74.1%-51.5pp | 69.6%-47.1pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.60%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $375 | $2,693-86.1% | $3,738-90.0% | $3,740-90.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |