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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 | $191 | $45,000-99.6% | $143,797-99.9% | $77,906-99.8% |
| Participation rate | 0.9% | 66.8%-65.9pp | 80.3%-79.4pp | 73.7%-72.8pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2 | $3,157-99.9% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,679-100.0% | $133-100.0% |