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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 | $1,149 | $90,448-98.7% | $93,786-98.8% | $134,545-99.1% |
| Participation rate | 56.3% | 82.0%-25.7pp | 81.0%-24.7pp | 81.2%-25.0pp |
| Annual return | 0.00% | -15.71%+15.7pp | -11.32%+11.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $659 | $5,983-89.0% | $6,100-89.2% | $6,401-89.7% |
| Admin fee / account holder | $0 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |