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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 | $1,618 | $58,523-97.2% | $99,475-98.4% | $72,975-97.8% |
| Participation rate | 8.1% | 64.6%-56.5pp | 73.8%-65.7pp | 69.5%-61.4pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $132 | $2,606-95.0% | $3,619-96.4% | $3,608-96.4% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,252-100.0% | $5,124-100.0% |