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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 | $2,349 | $82,324-97.1% | $68,803-96.6% | $134,545-98.3% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.1pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $964 | $4,740-79.7% | $3,942-75.5% | $6,401-84.9% |
| Admin fee / account holder | $4 | $6,485-99.9% | $4,936-99.9% | $11,431-100.0% |