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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 | $943 | $34,316-97.3% | $74,723-98.7% | $72,976-98.7% |
| Participation rate | 6.9% | 42.4%-35.5pp | 54.5%-47.6pp | 69.5%-62.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $63 | $1,272-95.1% | $1,962-96.8% | $3,608-98.3% |
| Admin fee / account holder | $1 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |