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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 | $87 | $50,199-99.8% | $69,884-99.9% | $66,938-99.9% |
| Participation rate | 20.2% | 66.3%-46.2pp | 70.5%-50.3pp | 69.8%-49.6pp |
| Annual return | 0.00% | -13.85%+13.8pp | 190.81%-190.8pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $17 | $3,112-99.4% | $3,848-99.6% | $4,238-99.6% |
| Admin fee / account holder | $0 | $600-100.0% | $6,266-100.0% | $594-100.0% |