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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 | $218 | $65,125-99.7% | $143,797-99.8% | $66,949-99.7% |
| Participation rate | 33.0% | 65.2%-32.2pp | 80.3%-47.3pp | 69.8%-36.8pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $71 | $2,920-97.6% | $5,638-98.7% | $4,239-98.3% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |