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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 | $2,751 | $49,177-94.4% | $79,476-96.5% | $64,181-95.7% |
| Participation rate | 11.1% | 65.0%-53.9pp | 73.3%-62.2pp | 69.6%-58.5pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.21%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $326 | $2,821-88.4% | $3,704-91.2% | $3,470-90.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,887-100.0% |