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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 | $3,016 | $58,888-94.9% | $178,498-98.3% | $73,493-95.9% |
| Participation rate | 17.3% | 66.2%-48.9pp | 81.9%-64.6pp | 70.7%-53.4pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.09%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $566 | $2,568-78.0% | $5,202-89.1% | $3,740-84.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,985-100.0% | $513-100.0% |