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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 | $3,155 | $100,147-96.8% | $81,286-96.1% | $145,877-97.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 13.83% | 34.44%-20.6pp | 24.80%-11.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $109 | $4,607-97.6% | $3,883-97.2% | $6,691-98.4% |
| Admin fee / account holder | $20 | $8,201-99.8% | $5,764-99.7% | $13,402-99.9% |