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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 | $527 | $42,383-98.8% | $76,523-99.3% | $64,181-99.2% |
| Participation rate | 18.5% | 58.1%-39.6pp | 68.0%-49.5pp | 69.6%-51.1pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $102 | $2,566-96.0% | $3,835-97.3% | $3,470-97.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,887-100.0% |