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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 | $5,271 | $90,467-94.2% | $93,759-94.4% | $134,532-96.1% |
| Participation rate | 63.6% | 82.0%-18.3pp | 81.0%-17.3pp | 81.2%-17.6pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,007 | $4,345-53.8% | $4,324-53.6% | $4,741-57.7% |
| Participant deferral / active EE | $1,985 | $5,980-66.8% | $6,096-67.4% | $6,401-69.0% |
| Admin fee / account holder | $8 | $9,258-99.9% | $7,197-99.9% | $11,429-99.9% |