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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 | $466 | $55,041-99.2% | $45,164-99.0% | $134,545-99.7% |
| Participation rate | 16.7% | 63.8%-47.2pp | 55.2%-38.5pp | 81.2%-64.6pp |
| Annual return | 0.00% | -19.63%+19.6pp | -20.28%+20.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $31 | $3,006-99.0% | $2,321-98.7% | $4,742-99.3% |
| Participant deferral / active EE | $46 | $3,822-98.8% | $3,184-98.6% | $6,401-99.3% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,431-100.0% |