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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 | $535 | $35,986-98.5% | $77,552-99.3% | $73,497-99.3% |
| Participation rate | 3.6% | 40.8%-37.2pp | 54.2%-50.6pp | 70.7%-67.1pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.82%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $18 | $1,198-98.5% | $1,861-99.0% | $3,740-99.5% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |