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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 | $1,162 | $56,339-97.9% | $104,299-98.9% | $68,490-98.3% |
| Participation rate | 27.1% | 63.3%-36.2pp | 73.3%-46.2pp | 67.9%-40.8pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.62%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $358 | $3,077-88.4% | $4,626-92.3% | $4,028-91.1% |
| Admin fee / account holder | $29 | $4,902-99.4% | $7,339-99.6% | $5,403-99.5% |