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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 | $1,358 | $82,978-98.4% | $130,270-99.0% | $74,473-98.2% |
| Participation rate | 7.0% | 73.7%-66.7pp | 76.3%-69.3pp | 70.7%-63.8pp |
| Annual return | 0.00% | 123.05%-123.1pp | 38.89%-38.9pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,128-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $177 | $5,370-96.7% | $6,797-97.4% | $4,530-96.1% |
| Admin fee / account holder | $149 | $354-58.0% | $6,022-97.5% | $347-57.1% |