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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 | $1,093 | $41,377-97.4% | $109,313-99.0% | $62,881-98.3% |
| Participation rate | 6.5% | 57.5%-51.0pp | 71.3%-64.7pp | 69.3%-62.8pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $69 | $2,045-96.7% | $3,166-97.8% | $3,203-97.9% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |