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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 | $1,580 | $48,274-96.7% | $63,244-97.5% | $59,633-97.4% |
| Participation rate | 25.5% | 66.3%-40.8pp | 71.0%-45.5pp | 68.7%-43.1pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $365 | $1,586-77.0% | $2,322-84.3% | $2,203-83.4% |
| Participant deferral / active EE | $407 | $2,343-82.6% | $2,953-86.2% | $3,192-87.3% |
| Admin fee / account holder | $44 | $3,600-98.8% | $5,893-99.3% | $4,297-99.0% |