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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 | $18,079 | $91,525-80.2% | $130,026-86.1% | $75,181-76.0% |
| Participation rate | 2.6% | 71.4%-68.8pp | 78.5%-75.9pp | 67.2%-64.6pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $471 | $4,342-89.1% | $5,821-91.9% | $4,126-88.6% |
| Admin fee / account holder | $206 | $6,778-97.0% | $10,608-98.1% | $5,650-96.4% |