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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 | $4,150 | $142,361-97.1% | $119,608-96.5% | $134,509-96.9% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $594 | $6,468-90.8% | $5,601-89.4% | $6,400-90.7% |
| Admin fee / account holder | $9 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |