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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 | $1,333 | $32,037-95.8% | $69,182-98.1% | $62,881-97.9% |
| Participation rate | 15.4% | 43.4%-28.0pp | 55.1%-39.7pp | 69.3%-53.9pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $120 | $679-82.3% | $1,206-90.1% | $2,281-94.7% |
| Participant deferral / active EE | $155 | $1,185-86.9% | $1,897-91.8% | $3,203-95.1% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |