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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 | $2,697 | $69,248-96.1% | $64,101-95.8% | $139,466-98.1% |
| Participation rate | 14.3% | 75.6%-61.3pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $375 | $4,682-92.0% | $3,881-90.3% | $6,712-94.4% |
| Admin fee / account holder | $130 | $4,247-96.9% | $3,070-95.8% | $11,409-98.9% |