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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 | $811 | $53,596-98.5% | $90,655-99.1% | $64,181-98.7% |
| Participation rate | 6.5% | 64.5%-58.1pp | 74.0%-67.6pp | 69.6%-63.1pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.89%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $63 | $2,459-97.4% | $3,425-98.2% | $3,470-98.2% |
| Admin fee / account holder | $2 | $3,868-99.9% | $4,994-100.0% | $4,887-100.0% |