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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 | $3,002 | $95,915-96.9% | $79,580-96.2% | $134,532-97.8% |
| Participation rate | 18.8% | 75.0%-56.3pp | 69.5%-50.7pp | 81.2%-62.5pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $576 | $4,693-87.7% | $3,985-85.6% | $6,401-91.0% |
| Admin fee / account holder | $56 | $9,132-99.4% | $6,835-99.2% | $11,429-99.5% |