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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 | $961 | $32,117-97.0% | $71,089-98.6% | $64,173-98.5% |
| Participation rate | 23.6% | 42.7%-19.1pp | 54.6%-31.0pp | 69.6%-45.9pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $127 | $712-82.1% | $1,088-88.3% | $2,381-94.6% |
| Participant deferral / active EE | $127 | $1,263-89.9% | $1,873-93.2% | $3,470-96.3% |
| Admin fee / account holder | $3 | $2,759-99.9% | $3,082-99.9% | $4,887-99.9% |