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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 | $745 | $44,714-98.3% | $91,225-99.2% | $66,930-98.9% |
| Participation rate | 4.5% | 65.0%-60.5pp | 73.2%-68.7pp | 69.8%-65.3pp |
| Annual return | 0.00% | -12.25%+12.3pp | 114.10%-114.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $33 | $3,355-99.0% | $4,234-99.2% | $4,238-99.2% |
| Admin fee / account holder | $1 | $521-99.9% | $5,422-100.0% | $593-99.9% |