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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 | $1,629 | $45,825-96.4% | $90,657-98.2% | $56,287-97.1% |
| Participation rate | 20.0% | 66.7%-46.7pp | 74.0%-54.0pp | 69.9%-49.9pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $359 | $2,562-86.0% | $3,424-89.5% | $3,350-89.3% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |