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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 | $388 | $54,162-99.3% | $68,612-99.4% | $64,173-99.4% |
| Participation rate | 19.2% | 68.1%-48.8pp | 72.2%-53.0pp | 69.6%-50.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $75 | $2,626-97.1% | $3,311-97.7% | $3,470-97.8% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |