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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 | $459 | $35,183-98.7% | $73,550-99.4% | $70,126-99.3% |
| Participation rate | 66.7% | 42.9%+23.7pp | 54.9%+11.7pp | 69.5%-2.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $121 | $709-82.9% | $1,219-90.1% | $2,343-94.8% |
| Participant deferral / active EE | $189 | $1,220-84.5% | $1,804-89.5% | $3,332-94.3% |
| Admin fee / account holder | $13 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |