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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 | $1,067 | $83,898-98.7% | $133,346-99.2% | $94,015-98.9% |
| Participation rate | 11.6% | 63.4%-51.8pp | 72.8%-61.3pp | 70.8%-59.2pp |
| Annual return | 0.00% | 16.00%-16.0pp | 36.85%-36.9pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $110 | $3,245-96.6% | $4,332-97.5% | $4,249-97.4% |
| Admin fee / account holder | $0 | $7,809-100.0% | $14,264-100.0% | $8,951-100.0% |