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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 | $1,647 | $35,986-95.4% | $77,552-97.9% | $73,497-97.8% |
| Participation rate | 16.9% | 40.8%-23.9pp | 54.2%-37.3pp | 70.7%-53.8pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.82%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $269 | $1,198-77.6% | $1,861-85.6% | $3,740-92.8% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |