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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 | $478 | $90,467-99.5% | $93,759-99.5% | $134,532-99.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 81.0%-56.0pp | 81.2%-56.2pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $168 | $5,980-97.2% | $6,096-97.2% | $6,401-97.4% |
| Admin fee / account holder | $202 | $9,258-97.8% | $7,197-97.2% | $11,429-98.2% |