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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 | $1,395 | $37,463-96.3% | $77,100-98.2% | $66,949-97.9% |
| Participation rate | 13.0% | 52.9%-39.9pp | 67.9%-54.9pp | 69.8%-56.8pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $225 | $2,621-91.4% | $4,430-94.9% | $4,239-94.7% |
| Admin fee / account holder | $0 | $568-99.9% | $5,443-100.0% | $594-99.9% |