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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 | $3,654 | $91,525-96.0% | $130,026-97.2% | $75,181-95.1% |
| Participation rate | 53.8% | 71.4%-17.6pp | 78.5%-24.6pp | 67.2%-13.4pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $773 | $2,844-72.8% | $4,321-82.1% | $2,671-71.0% |
| Participant deferral / active EE | $1,186 | $4,342-72.7% | $5,821-79.6% | $4,126-71.3% |
| Admin fee / account holder | $0 | $6,778-100.0% | $10,608-100.0% | $5,650-100.0% |