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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 | $1,067 | $46,697-97.7% | $117,529-99.1% | $68,490-98.4% |
| Participation rate | 10.9% | 56.8%-45.9pp | 70.6%-59.7pp | 67.9%-57.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $138 | $2,637-94.8% | $4,072-96.6% | $4,028-96.6% |
| Admin fee / account holder | $1 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |