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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 | $11,668 | $54,237-78.5% | $90,304-87.1% | $67,579-82.7% |
| Participation rate | 8.2% | 68.6%-60.5pp | 73.3%-65.1pp | 71.3%-63.1pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.13%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $68 | $2,625-97.4% | $3,885-98.3% | $3,539-98.1% |
| Admin fee / account holder | $0 | $123-100.0% | $5,354-100.0% | $142-100.0% |