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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 | $6,150 | $70,418-91.3% | $96,570-93.6% | $85,847-92.8% |
| Participation rate | 4.7% | 61.8%-57.1pp | 69.8%-65.1pp | 69.3%-64.6pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $355 | $2,894-87.7% | $3,849-90.8% | $3,952-91.0% |
| Admin fee / account holder | $17 | $4,995-99.7% | $6,182-99.7% | $6,261-99.7% |