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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 | $55,902-99.3% | $76,030-99.5% | $80,959-99.5% |
| Participation rate | 18.3% | 62.1%-43.8pp | 69.1%-50.8pp | 67.7%-49.4pp |
| Annual return | 0.00% | 20.59%-20.6pp | 361.54%-361.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $80 | $3,051-97.4% | $4,257-98.1% | $4,300-98.1% |
| Admin fee / account holder | $7 | $5,239-99.9% | $6,421-99.9% | $6,925-99.9% |