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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 | $293 | $44,873-99.3% | $79,466-99.6% | $56,287-99.5% |
| Participation rate | 6.5% | 68.7%-62.2pp | 73.3%-66.9pp | 69.9%-63.4pp |
| Annual return | 0.00% | 0.81%-0.8pp | 718.28%-718.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $20 | $2,746-99.3% | $3,704-99.5% | $3,350-99.4% |
| Admin fee / account holder | $2 | $418-99.5% | $5,104-100.0% | $521-99.6% |