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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 | $1,985 | $27,639-92.8% | $61,501-96.8% | $68,490-97.1% |
| Participation rate | 20.6% | 39.5%-18.9pp | 52.6%-31.9pp | 67.9%-47.3pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $189 | $696-72.9% | $1,160-83.7% | $2,597-92.7% |
| Participant deferral / active EE | $248 | $1,264-80.3% | $2,125-88.3% | $4,028-93.8% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |