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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 | $666 | $73,848-99.1% | $143,799-99.5% | $68,486-99.0% |
| Participation rate | 9.3% | 66.7%-57.3pp | 80.3%-71.0pp | 67.9%-58.6pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $79 | $3,385-97.7% | $5,638-98.6% | $4,028-98.0% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |