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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 | $1,467 | $45,566-96.8% | $64,105-97.7% | $59,633-97.5% |
| Participation rate | 53.7% | 60.2%-6.5pp | 68.2%-14.5pp | 68.7%-15.0pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $881 | $2,057-57.2% | $2,822-68.8% | $3,192-72.4% |
| Admin fee / account holder | $17 | $3,268-99.5% | $4,499-99.6% | $4,297-99.6% |