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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 | $2,527 | $82,314-96.9% | $68,808-96.3% | $134,532-98.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.0%-39.0pp | 81.2%-51.2pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $763 | $4,740-83.9% | $3,942-80.7% | $6,401-88.1% |
| Admin fee / account holder | $7 | $6,484-99.9% | $4,936-99.9% | $11,429-99.9% |