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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 | $1,203 | $175,646-99.3% | $129,118-99.1% | $134,532-99.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $792 | $7,970-90.1% | $6,539-87.9% | $6,401-87.6% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |