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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 | $1,830 | $175,646-99.0% | $129,118-98.6% | $134,545-98.6% |
| Participation rate | 35.7% | 81.6%-45.8pp | 77.2%-41.5pp | 81.2%-45.5pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $661 | $7,970-91.7% | $6,539-89.9% | $6,401-89.7% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |