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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 | $484 | $69,012-99.3% | $160,037-99.7% | $68,490-99.3% |
| Participation rate | 41.2% | 65.4%-24.2pp | 78.0%-36.8pp | 67.9%-26.7pp |
| Annual return | -1.79% | -9.65%+7.9pp | 408.95%-410.7pp | -7.85%+6.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $40 | $4,212-99.0% | $6,184-99.4% | $4,028-99.0% |
| Admin fee / account holder | $77 | $4,798-98.4% | $8,716-99.1% | $5,403-98.6% |