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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 | $4,296 | $45,566-90.6% | $64,105-93.3% | $59,633-92.8% |
| Participation rate | 12.0% | 60.2%-48.2pp | 68.2%-56.2pp | 68.7%-56.7pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $188 | $934-79.9% | $1,820-89.7% | $2,203-91.5% |
| Participant deferral / active EE | $322 | $2,057-84.4% | $2,822-88.6% | $3,192-89.9% |
| Admin fee / account holder | $9 | $3,268-99.7% | $4,499-99.8% | $4,297-99.8% |