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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 | $977 | $55,041-98.2% | $45,164-97.8% | $134,532-99.3% |
| Participation rate | 22.2% | 63.8%-41.6pp | 55.2%-32.9pp | 81.2%-59.0pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $79 | $3,006-97.4% | $2,321-96.6% | $4,741-98.3% |
| Participant deferral / active EE | $138 | $3,822-96.4% | $3,184-95.7% | $6,401-97.8% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,429-100.0% |