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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 | $835 | $105,861-99.2% | $90,756-99.1% | $134,509-99.4% |
| Participation rate | 18.2% | 78.2%-60.1pp | 75.7%-57.5pp | 81.2%-63.0pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $226 | $5,217-95.7% | $4,565-95.1% | $6,400-96.5% |
| Admin fee / account holder | $1 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |