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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 | $1,526 | $69,252-97.8% | $64,099-97.6% | $139,456-98.9% |
| Participation rate | 8.7% | 75.6%-66.9pp | 72.3%-63.6pp | 80.3%-71.6pp |
| Annual return | 0.00% | 45.89%-45.9pp | 33.70%-33.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $137 | $4,683-97.1% | $3,881-96.5% | $6,711-98.0% |
| Admin fee / account holder | $180 | $4,248-95.8% | $3,070-94.1% | $11,407-98.4% |