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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 | $260 | $105,866-99.8% | $90,766-99.7% | $134,545-99.8% |
| Participation rate | 18.8% | 78.3%-59.5pp | 75.7%-56.9pp | 81.2%-62.5pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $49 | $5,217-99.1% | $4,565-98.9% | $6,401-99.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |