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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 | $451 | $32,117-98.6% | $71,086-99.4% | $64,173-99.3% |
| Participation rate | 21.3% | 42.7%-21.4pp | 54.7%-33.4pp | 69.6%-48.3pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $146 | $1,263-88.5% | $1,874-92.2% | $3,470-95.8% |
| Admin fee / account holder | $129 | $2,759-95.3% | $3,082-95.8% | $4,887-97.4% |