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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 | $253 | $46,332-99.5% | $143,799-99.8% | $64,819-99.6% |
| Participation rate | 1.0% | 64.2%-63.2pp | 80.3%-79.3pp | 71.5%-70.5pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3 | $2,647-99.9% | $5,638-100.0% | $4,311-99.9% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |