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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 | $453 | $51,244-99.1% | $80,977-99.4% | $55,167-99.2% |
| Participation rate | 16.2% | 71.7%-55.5pp | 75.8%-59.6pp | 69.0%-52.8pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.11%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $74 | $4,418-98.3% | $5,696-98.7% | $3,054-97.6% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |