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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 | $62 | $50,082-99.9% | $93,515-99.9% | $79,856-99.9% |
| Participation rate | 1.9% | 60.9%-59.0pp | 66.8%-64.9pp | 69.6%-67.8pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.21%-78.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1 | $2,212-99.9% | $3,129-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,235-100.0% | $5,306-100.0% |