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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 | $618 | $31,388-98.0% | $73,550-99.2% | $62,293-99.0% |
| Participation rate | 3.7% | 39.9%-36.1pp | 54.9%-51.2pp | 69.5%-65.8pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $32 | $1,028-96.9% | $1,804-98.3% | $3,169-99.0% |
| Admin fee / account holder | $47 | $299-84.2% | $2,320-98.0% | $479-90.2% |