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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 | $1,818 | $80,731-97.7% | $103,378-98.2% | $74,400-97.6% |
| Participation rate | 17.3% | 65.7%-48.4pp | 74.5%-57.2pp | 67.2%-49.9pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.91%-24.9pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $332 | $3,862-91.4% | $5,058-93.4% | $4,348-92.4% |
| Admin fee / account holder | $12 | $2,369-99.5% | $8,401-99.9% | $1,944-99.4% |