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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 | $459 | $46,599-99.0% | $64,101-99.3% | $75,173-99.4% |
| Participation rate | 36.2% | 65.9%-29.8pp | 72.3%-36.1pp | 67.2%-31.0pp |
| Annual return | 0.00% | 26.06%-26.1pp | 33.72%-33.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $76 | $2,837-97.3% | $3,881-98.1% | $4,126-98.2% |
| Admin fee / account holder | $110 | $2,956-96.3% | $3,070-96.4% | $5,651-98.0% |