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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 | $2,311 | $65,364-96.5% | $92,909-97.5% | $72,975-96.8% |
| Participation rate | 35.5% | 68.3%-32.8pp | 76.0%-40.5pp | 69.5%-34.0pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $864 | $3,128-72.4% | $4,238-79.6% | $3,608-76.1% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,795-99.8% | $5,124-99.8% |