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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 | $9,519 | $45,109-78.9% | $85,240-88.8% | $77,762-87.8% |
| Participation rate | 0.0% | 48.7%-48.7pp | 67.5%-67.5pp | 70.6%-70.6pp |
| Annual return | 15.42% | 79.55%-64.1pp | 66.75%-51.3pp | 31.27%-15.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8 | $2,814-99.7% | $4,527-99.8% | $4,651-99.8% |
| Admin fee / account holder | $37 | $915-95.9% | $6,165-99.4% | $433-91.4% |