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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 | $1,481 | $27,632-94.6% | $61,452-97.6% | $68,486-97.8% |
| Participation rate | 67.5% | 39.5%+28.0pp | 52.6%+14.9pp | 67.9%-0.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,000 | $696+43.7% | $1,160-13.8% | $2,597-61.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |