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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 | $6,324 | $51,736-87.8% | $120,225-94.7% | $67,986-90.7% |
| Participation rate | 1.2% | 46.1%-44.9pp | 69.6%-68.4pp | 57.2%-56.0pp |
| Annual return | 16.89% | 31.98%-15.1pp | 439.23%-422.3pp | 31.67%-14.8pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $13 | $2,206-99.4% | $3,999-99.7% | $3,358-99.6% |
| Admin fee / account holder | $0 | $4,159-100.0% | $5,696-100.0% | $3,203-100.0% |