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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 | $1,573 | $32,117-95.1% | $71,086-97.8% | $64,173-97.5% |
| Participation rate | 23.5% | 42.7%-19.2pp | 54.7%-31.1pp | 69.6%-46.0pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $110 | $712-84.5% | $1,088-89.9% | $2,381-95.4% |
| Participant deferral / active EE | $277 | $1,263-78.1% | $1,874-85.2% | $3,470-92.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |