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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 | $3,920 | $54,355-92.8% | $82,744-95.3% | $68,486-94.3% |
| Participation rate | 30.9% | 63.9%-33.0pp | 72.6%-41.7pp | 67.9%-37.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $534 | $2,219-75.9% | $3,008-82.2% | $2,597-79.4% |
| Participant deferral / active EE | $739 | $3,246-77.2% | $4,395-83.2% | $4,028-81.6% |
| Admin fee / account holder | $99 | $4,397-97.7% | $5,325-98.1% | $5,404-98.2% |