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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 | $938 | $35,183-97.3% | $73,545-98.7% | $70,131-98.7% |
| Participation rate | 26.9% | 42.9%-16.0pp | 54.9%-28.0pp | 69.5%-42.6pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $104 | $709-85.4% | $1,219-91.5% | $2,342-95.6% |
| Participant deferral / active EE | $160 | $1,220-86.9% | $1,806-91.1% | $3,332-95.2% |
| Admin fee / account holder | $14 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |