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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 | $2,286 | $91,680-97.5% | $67,524-96.6% | $77,692-97.1% |
| Participation rate | 9.6% | 76.0%-66.4pp | 72.9%-63.3pp | 70.6%-60.9pp |
| Annual return | 0.00% | 14.87%-14.9pp | 3519.41%-3519.4pp | 31.25%-31.3pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $90 | $3,909-97.7% | $4,001-97.7% | $4,648-98.1% |
| Admin fee / account holder | $73 | $176-58.5% | $4,001-98.2% | $431-83.0% |