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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 | $416 | $56,060-99.3% | $76,002-99.5% | $80,874-99.5% |
| Participation rate | 18.3% | 62.0%-43.7pp | 69.1%-50.8pp | 67.6%-49.3pp |
| Annual return | 0.00% | 20.54%-20.5pp | 360.07%-360.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $80 | $3,051-97.4% | $4,257-98.1% | $4,297-98.1% |
| Admin fee / account holder | $7 | $5,237-99.9% | $6,414-99.9% | $6,935-99.9% |