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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 | $1,074 | $32,037-96.6% | $69,182-98.4% | $62,881-98.3% |
| Participation rate | 17.8% | 43.4%-25.6pp | 55.1%-37.3pp | 69.3%-51.5pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $80 | $679-88.2% | $1,206-93.4% | $2,281-96.5% |
| Participant deferral / active EE | $83 | $1,185-93.0% | $1,897-95.6% | $3,203-97.4% |
| Admin fee / account holder | $13 | $2,608-99.5% | $2,697-99.5% | $4,296-99.7% |