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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 | $1,295 | $91,179-98.6% | $178,499-99.3% | $79,852-98.4% |
| Participation rate | 47.2% | 69.2%-22.0pp | 81.9%-34.7pp | 69.6%-22.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $530 | $3,236-83.6% | $5,202-89.8% | $3,740-85.8% |
| Admin fee / account holder | $188 | $6,749-97.2% | $13,986-98.7% | $5,306-96.5% |