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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 | $554 | $110,083-99.5% | $151,628-99.6% | $68,495-99.2% |
| Participation rate | 9.2% | 84.0%-74.7pp | 87.5%-78.3pp | 67.9%-58.7pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $72 | $6,526-98.9% | $8,363-99.1% | $4,028-98.2% |
| Admin fee / account holder | $123 | $7,718-98.4% | $11,613-98.9% | $5,403-97.7% |