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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 | $1,188 | $32,117-96.3% | $71,086-98.3% | $64,173-98.1% |
| Participation rate | 23.2% | 42.7%-19.5pp | 54.7%-31.5pp | 69.6%-46.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $117 | $712-83.5% | $1,088-89.2% | $2,381-95.1% |
| Participant deferral / active EE | $226 | $1,263-82.1% | $1,874-87.9% | $3,470-93.5% |
| Admin fee / account holder | $139 | $2,759-95.0% | $3,082-95.5% | $4,887-97.1% |