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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 | $3,207 | $91,525-96.5% | $130,026-97.5% | $75,181-95.7% |
| Participation rate | 3.0% | 71.4%-68.4pp | 78.5%-75.5pp | 67.2%-64.2pp |
| Annual return | 21.39% | -631.40%+652.8pp | -137.26%+158.6pp | 160.69%-139.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $45 | $4,342-99.0% | $5,821-99.2% | $4,126-98.9% |
| Admin fee / account holder | $72 | $6,778-98.9% | $10,608-99.3% | $5,650-98.7% |