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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 | $2,746 | $41,040-93.3% | $85,187-96.8% | $99,314-97.2% |
| Participation rate | 0.3% | 34.4%-34.1pp | 67.5%-67.3pp | 71.7%-71.4pp |
| Annual return | 0.00% | 17.44%-17.4pp | 66.67%-66.7pp | 17.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,106-100.0% | $2,732-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $7 | $2,193-99.7% | $4,525-99.8% | $5,346-99.9% |
| Admin fee / account holder | $4 | $177-97.9% | $6,162-99.9% | $109-96.6% |