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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 | $1,102 | $32,037-96.6% | $69,182-98.4% | $62,881-98.2% |
| Participation rate | 17.9% | 43.4%-25.5pp | 55.1%-37.2pp | 69.3%-51.4pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $116 | $679-83.0% | $1,206-90.4% | $2,281-94.9% |
| Participant deferral / active EE | $165 | $1,185-86.1% | $1,897-91.3% | $3,203-94.9% |
| Admin fee / account holder | $20 | $2,608-99.2% | $2,697-99.3% | $4,296-99.5% |