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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 | $2,121 | $142,409-98.5% | $119,634-98.2% | $134,545-98.4% |
| Participation rate | 52.2% | 82.8%-30.7pp | 79.3%-27.1pp | 81.2%-29.1pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,180 | $5,224-77.4% | $4,232-72.1% | $4,742-75.1% |
| Participant deferral / active EE | $205 | $6,468-96.8% | $5,601-96.3% | $6,401-96.8% |
| Admin fee / account holder | $5 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |