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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 | $890 | $48,267-98.2% | $68,794-98.7% | $68,495-98.7% |
| Participation rate | 4.0% | 60.7%-56.7pp | 69.0%-65.0pp | 67.9%-63.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $35 | $2,867-98.8% | $3,941-99.1% | $4,028-99.1% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,934-100.0% | $5,403-100.0% |