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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 | $763 | $46,596-98.4% | $64,099-98.8% | $75,181-99.0% |
| Participation rate | 6.9% | 65.9%-59.0pp | 72.3%-65.4pp | 67.2%-60.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.70%-33.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $50 | $2,837-98.2% | $3,881-98.7% | $4,126-98.8% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |