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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 | $262 | $42,917-99.4% | $60,899-99.6% | $68,495-99.6% |
| Participation rate | 59.3% | 66.8%-7.5pp | 73.1%-13.8pp | 67.9%-8.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.92%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $164 | $2,867-94.3% | $3,817-95.7% | $4,028-95.9% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |