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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 | $3,771 | $77,901-95.2% | $149,717-97.5% | $75,181-95.0% |
| Participation rate | 5.9% | 65.6%-59.7pp | 78.8%-72.9pp | 67.2%-61.3pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $141 | $3,411-95.9% | $5,682-97.5% | $4,126-96.6% |
| Admin fee / account holder | $6 | $5,949-99.9% | $13,213-100.0% | $5,650-99.9% |