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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 | $180 | $54,357-99.7% | $82,706-99.8% | $68,495-99.7% |
| Participation rate | 64.0% | 63.9%+0.1pp | 72.6%-8.6pp | 67.9%-3.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $158 | $3,246-95.1% | $4,394-96.4% | $4,028-96.1% |
| Admin fee / account holder | $68 | $4,396-98.5% | $5,329-98.7% | $5,403-98.7% |