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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 | $1,019 | $75,959-98.7% | $154,114-99.3% | $64,181-98.4% |
| Participation rate | 20.0% | 70.4%-50.4pp | 83.0%-63.0pp | 69.6%-49.6pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.16%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $103 | $3,175-96.7% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $202 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |