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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 | $15,747 | $65,437-75.9% | $86,698-81.8% | $66,949-76.5% |
| Participation rate | 0.0% | 75.5%-75.5pp | 76.6%-76.6pp | 69.8%-69.8pp |
| Annual return | 0.00% | -10.91%+10.9pp | 35.96%-36.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $241 | $4,102-94.1% | $4,656-94.8% | $4,239-94.3% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |