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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 | $2,613 | $50,902-94.9% | $155,534-98.3% | $77,736-96.6% |
| Participation rate | 0.7% | 63.1%-62.4pp | 78.2%-77.5pp | 70.6%-69.9pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.92%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $32 | $2,824-98.9% | $5,630-99.4% | $4,651-99.3% |
| Admin fee / account holder | $88 | $437-80.0% | $15,900-99.4% | $433-79.8% |