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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 | $4,076 | $84,493-95.2% | $125,381-96.7% | $66,938-93.9% |
| Participation rate | 4.1% | 76.4%-72.3pp | 82.4%-78.3pp | 69.8%-65.7pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $167 | $6,783-97.5% | $7,448-97.8% | $4,238-96.1% |
| Admin fee / account holder | $12 | $685-98.3% | $10,007-99.9% | $594-98.0% |