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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 | $876 | $51,226-98.3% | $82,744-98.9% | $66,938-98.7% |
| Participation rate | 6.1% | 67.9%-61.8pp | 72.6%-66.5pp | 69.8%-63.8pp |
| Annual return | 0.00% | -9.61%+9.6pp | 702.22%-702.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $53 | $3,460-98.5% | $4,395-98.8% | $4,238-98.7% |
| Admin fee / account holder | $1 | $416-99.8% | $5,325-100.0% | $594-99.9% |