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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 | $3,449 | $53,546-93.6% | $69,890-95.1% | $68,490-95.0% |
| Participation rate | 13.6% | 64.5%-50.9pp | 70.5%-56.8pp | 67.9%-54.3pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.84%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $543 | $2,957-81.6% | $3,848-85.9% | $4,028-86.5% |
| Admin fee / account holder | $2 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |