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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 | $1,226 | $29,369-95.8% | $77,513-98.4% | $73,412-98.3% |
| Participation rate | 24.5% | 37.9%-13.4pp | 54.2%-29.7pp | 72.2%-47.6pp |
| Annual return | 0.00% | 358.15%-358.1pp | 54.81%-54.8pp | 59.30%-59.3pp |
| Employer contribution / active EE | $92 | $406-77.2% | $987-90.6% | $2,234-95.9% |
| Participant deferral / active EE | $204 | $941-78.3% | $1,861-89.0% | $3,806-94.6% |
| Admin fee / account holder | $0 | $123-100.0% | $2,859-100.0% | $158-100.0% |