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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 | $1,342 | $30,086-95.5% | $61,399-97.8% | $64,814-97.9% |
| Participation rate | 23.3% | 36.4%-13.1pp | 52.6%-29.3pp | 71.5%-48.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.81%-338.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $117 | $536-78.1% | $1,159-89.9% | $2,507-95.3% |
| Participant deferral / active EE | $166 | $1,126-85.3% | $2,124-92.2% | $4,310-96.2% |
| Admin fee / account holder | $2 | $148-98.9% | $2,131-99.9% | $188-99.2% |