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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 | $5,032 | $131,835-96.2% | $108,582-95.4% | $273,972-98.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,240 | $4,913-74.8% | $3,758-67.0% | $4,869-74.5% |
| Participant deferral / active EE | $1,240 | $5,127-75.8% | $4,311-71.2% | $5,287-76.6% |
| Admin fee / account holder | $4 | $10,253-100.0% | $7,645-99.9% | $10,133-100.0% |