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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 | $121 | $65,125-99.8% | $143,797-99.9% | $66,949-99.8% |
| Participation rate | 2.7% | 65.2%-62.5pp | 80.3%-77.6pp | 69.8%-67.1pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3 | $2,920-99.9% | $5,638-99.9% | $4,239-99.9% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |