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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 | $1,731 | $75,935-97.7% | $60,547-97.1% | $125,389-98.6% |
| Participation rate | 22.7% | 76.5%-53.8pp | 68.0%-45.2pp | 83.2%-60.5pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $401 | $4,506-91.1% | $3,328-87.9% | $5,352-92.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |