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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 | $982 | $53,546-98.2% | $69,884-98.6% | $68,486-98.6% |
| Participation rate | 10.5% | 64.5%-54.0pp | 70.5%-60.0pp | 67.9%-57.4pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $107 | $2,957-96.4% | $3,848-97.2% | $4,028-97.4% |
| Admin fee / account holder | $27 | $4,693-99.4% | $6,266-99.6% | $5,404-99.5% |