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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 | $1,865 | $36,767-94.9% | $81,478-97.7% | $62,293-97.0% |
| Participation rate | 11.0% | 54.4%-43.4pp | 68.0%-56.9pp | 69.5%-58.5pp |
| Annual return | 0.00% | 173.80%-173.8pp | 38.78%-38.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $201 | $2,111-90.5% | $3,537-94.3% | $3,169-93.7% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |