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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 | $397 | $47,977-99.2% | $154,111-99.7% | $56,287-99.3% |
| Participation rate | 12.5% | 66.2%-53.7pp | 83.0%-70.5pp | 69.9%-57.4pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $54 | $2,392-97.7% | $5,081-98.9% | $3,350-98.4% |
| Admin fee / account holder | $12 | $438-97.4% | $13,411-99.9% | $521-97.8% |