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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 | $223 | $82,324-99.7% | $68,803-99.7% | $134,545-99.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $134 | $4,740-97.2% | $3,942-96.6% | $6,401-97.9% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |