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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 | $328 | $27,639-98.8% | $61,501-99.5% | $68,490-99.5% |
| Participation rate | 19.5% | 39.5%-20.0pp | 52.6%-33.1pp | 67.9%-48.4pp |
| Annual return | -20.38% | -13.19%-7.2pp | 339.04%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $188 | $1,264-85.1% | $2,125-91.1% | $4,028-95.3% |
| Admin fee / account holder | $139 | $2,012-93.1% | $2,132-93.5% | $5,403-97.4% |