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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 | $5,586 | $62,592-91.1% | $85,693-93.5% | $85,856-93.5% |
| Participation rate | 3.8% | 61.1%-57.4pp | 69.9%-66.1pp | 69.3%-65.5pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $200 | $2,802-92.9% | $3,923-94.9% | $3,952-94.9% |
| Admin fee / account holder | $21 | $4,643-99.6% | $6,874-99.7% | $6,261-99.7% |