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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 | $5,971 | $23,224-74.3% | $71,086-91.6% | $55,725-89.3% |
| Participation rate | 5.8% | 37.9%-32.1pp | 54.7%-48.9pp | 70.9%-65.1pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $17 | $929-98.1% | $1,874-99.1% | $3,356-99.5% |
| Admin fee / account holder | $6 | $118-95.2% | $3,082-99.8% | $115-95.1% |