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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 | $264 | $65,083-99.6% | $143,788-99.8% | $66,930-99.6% |
| Participation rate | 19.2% | 65.2%-46.0pp | 80.3%-61.1pp | 69.8%-50.6pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.03%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $50 | $2,920-98.3% | $5,638-99.1% | $4,238-98.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |