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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 | $8,098 | $45,022-82.0% | $85,240-90.5% | $200,096-96.0% |
| Participation rate | 0.4% | 45.8%-45.5pp | 67.5%-67.2pp | 72.0%-71.7pp |
| Annual return | 0.00% | 21.00%-21.0pp | 66.75%-66.8pp | 34.26%-34.3pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $27 | $2,682-99.0% | $4,527-99.4% | $5,090-99.5% |
| Admin fee / account holder | $33 | $585-94.3% | $6,165-99.5% | $269-87.6% |