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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 | $2,775 | $82,674-96.6% | $125,381-97.8% | $68,486-95.9% |
| Participation rate | 3.6% | 75.1%-71.5pp | 82.4%-78.8pp | 67.9%-64.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $99 | $6,111-98.4% | $7,448-98.7% | $4,028-97.5% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |