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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 | $830 | $32,117-97.4% | $71,089-98.8% | $64,173-98.7% |
| Participation rate | 46.9% | 42.7%+4.2pp | 54.6%-7.7pp | 69.6%-22.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $184 | $712-74.1% | $1,088-83.1% | $2,381-92.3% |
| Participant deferral / active EE | $216 | $1,263-82.9% | $1,873-88.5% | $3,470-93.8% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |