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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 | $1,655 | $86,897-98.1% | $151,645-98.9% | $64,824-97.4% |
| Participation rate | 9.1% | 87.3%-78.2pp | 87.5%-78.4pp | 71.5%-62.4pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.34%-3.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $25 | $6,690-99.6% | $8,363-99.7% | $4,311-99.4% |
| Admin fee / account holder | $8 | $153-94.7% | $11,614-99.9% | $188-95.7% |