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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 | $1,374 | $22,714-94.0% | $59,496-97.7% | $55,191-97.5% |
| Participation rate | 29.2% | 37.5%-8.2pp | 54.6%-25.3pp | 69.2%-39.9pp |
| Annual return | 0.00% | -44.01%+44.0pp | 182.05%-182.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $75 | $418-82.0% | $1,153-93.5% | $1,899-96.0% |
| Participant deferral / active EE | $258 | $843-69.4% | $1,829-85.9% | $3,046-91.5% |
| Admin fee / account holder | $1 | $83-98.3% | $2,232-99.9% | $91-98.5% |