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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 | $833 | $50,947-98.4% | $74,549-98.9% | $64,173-98.7% |
| Participation rate | 11.1% | 61.1%-49.9pp | 69.1%-58.0pp | 69.6%-58.5pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $95 | $2,302-95.9% | $3,108-96.9% | $3,470-97.3% |
| Admin fee / account holder | $1 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |