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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 | $1,345 | $27,632-95.1% | $61,399-97.8% | $68,495-98.0% |
| Participation rate | 14.3% | 39.5%-25.2pp | 52.6%-38.3pp | 67.9%-53.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $93 | $696-86.7% | $1,159-92.0% | $2,596-96.4% |
| Participant deferral / active EE | $123 | $1,264-90.2% | $2,124-94.2% | $4,028-96.9% |
| Admin fee / account holder | $139 | $2,010-93.1% | $2,131-93.5% | $5,403-97.4% |