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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 | $238 | $26,805-99.1% | $59,496-99.6% | $52,331-99.5% |
| Participation rate | 5.3% | 39.3%-34.0pp | 54.6%-49.2pp | 68.1%-62.8pp |
| Annual return | 0.00% | 2.61%-2.6pp | 182.05%-182.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $15 | $916-98.4% | $1,829-99.2% | $3,022-99.5% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |