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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 | $1,606 | $56,540-97.2% | $185,849-99.1% | $86,821-98.2% |
| Participation rate | 36.7% | 65.5%-28.8pp | 81.7%-45.0pp | 72.3%-35.6pp |
| Annual return | 0.00% | 118.20%-118.2pp | 122.10%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $706 | $2,555-72.4% | $5,569-87.3% | $4,132-82.9% |
| Admin fee / account holder | $3 | $150-97.9% | $16,244-100.0% | $170-98.1% |