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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 | $2,851 | $95,917-97.0% | $79,583-96.4% | $134,545-97.9% |
| Participation rate | 8.7% | 75.0%-66.3pp | 69.5%-60.8pp | 81.2%-72.5pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $258 | $4,694-94.5% | $3,986-93.5% | $6,401-96.0% |
| Admin fee / account holder | $11 | $9,132-99.9% | $6,835-99.8% | $11,431-99.9% |