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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 | $887 | $54,370-98.4% | $82,763-98.9% | $68,490-98.7% |
| Participation rate | 64.6% | 63.9%+0.7pp | 72.6%-8.0pp | 67.9%-3.3pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $392 | $2,219-82.4% | $3,008-87.0% | $2,597-84.9% |
| Participant deferral / active EE | $578 | $3,247-82.2% | $4,395-86.9% | $4,028-85.7% |
| Admin fee / account holder | $46 | $4,398-99.0% | $5,325-99.1% | $5,403-99.1% |