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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 | $672 | $45,126-98.5% | $85,187-99.2% | $74,459-99.1% |
| Participation rate | 7.3% | 49.4%-42.1pp | 67.5%-60.2pp | 67.2%-59.9pp |
| Annual return | 0.00% | 26.30%-26.3pp | 66.67%-66.7pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $48 | $2,738-98.3% | $4,525-98.9% | $4,350-98.9% |
| Admin fee / account holder | $61 | $2,212-97.3% | $6,162-99.0% | $1,945-96.9% |