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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 | $8,651 | $82,674-89.5% | $125,363-93.1% | $68,495-87.4% |
| Participation rate | 43.6% | 75.0%-31.5pp | 82.4%-38.8pp | 67.9%-24.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,028 | $6,111-66.8% | $7,447-72.8% | $4,028-49.6% |
| Admin fee / account holder | $35 | $6,276-99.4% | $10,005-99.6% | $5,403-99.3% |