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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 | $568 | $45,087-98.7% | $69,483-99.2% | $72,976-99.2% |
| Participation rate | 15.5% | 68.5%-53.0pp | 74.6%-59.1pp | 69.5%-54.0pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $83 | $2,603-96.8% | $3,537-97.7% | $3,608-97.7% |
| Admin fee / account holder | $1 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |