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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 | $465 | $56,110-99.2% | $94,993-99.5% | $70,126-99.3% |
| Participation rate | 2.6% | 65.0%-62.4pp | 73.9%-71.3pp | 69.5%-67.0pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.14%-27.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11 | $2,391-99.5% | $3,317-99.7% | $3,332-99.7% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |