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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 | $957 | $32,117-97.0% | $71,086-98.7% | $64,173-98.5% |
| Participation rate | 4.1% | 42.7%-38.6pp | 54.7%-50.6pp | 69.6%-65.5pp |
| Annual return | -7.64% | -5.57%-2.1pp | 650.59%-658.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $38 | $1,263-97.0% | $1,874-98.0% | $3,470-98.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |