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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 | $100 | $26,549-99.6% | $61,501-99.8% | $66,949-99.9% |
| Participation rate | 3.0% | 38.1%-35.1pp | 52.6%-49.5pp | 69.8%-66.8pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3 | $1,338-99.8% | $2,125-99.9% | $4,239-99.9% |
| Admin fee / account holder | $0 | $409-100.0% | $2,132-100.0% | $594-100.0% |