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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 | $872 | $58,493-98.5% | $84,021-99.0% | $72,975-98.8% |
| Participation rate | 32.1% | 61.2%-29.1pp | 69.0%-36.9pp | 69.5%-37.3pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $268 | $2,394-88.8% | $3,239-91.7% | $3,608-92.6% |
| Admin fee / account holder | $1 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |