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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 | $2,471 | $91,537-97.3% | $130,045-98.1% | $75,173-96.7% |
| Participation rate | 3.8% | 71.5%-67.7pp | 78.5%-74.8pp | 67.2%-63.5pp |
| Annual return | 15.13% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $28 | $4,343-99.4% | $5,820-99.5% | $4,126-99.3% |
| Admin fee / account holder | $71 | $6,780-99.0% | $10,600-99.3% | $5,651-98.7% |