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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 | $1,461 | $107,809-98.6% | $90,657-98.4% | $135,379-98.9% |
| Participation rate | 19.0% | 78.0%-59.0pp | 74.0%-55.0pp | 82.6%-63.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $144 | $3,018-95.2% | $2,532-94.3% | $4,779-97.0% |
| Participant deferral / active EE | $156 | $3,872-96.0% | $3,424-95.4% | $5,609-97.2% |
| Admin fee / account holder | $3 | $5,931-99.9% | $4,994-99.9% | $10,828-100.0% |