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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 | $1,174 | $68,996-98.3% | $159,991-99.3% | $68,495-98.3% |
| Participation rate | 59.3% | 65.4%-6.2pp | 78.0%-18.7pp | 67.9%-8.6pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $916 | $4,211-78.3% | $6,183-85.2% | $4,028-77.3% |
| Admin fee / account holder | $44 | $4,797-99.1% | $8,715-99.5% | $5,403-99.2% |