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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 | $2,524 | $54,355-95.4% | $82,744-97.0% | $68,486-96.3% |
| Participation rate | 4.1% | 63.9%-59.8pp | 72.6%-68.5pp | 67.9%-63.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $103 | $3,246-96.8% | $4,395-97.7% | $4,028-97.4% |
| Admin fee / account holder | $6 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |