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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 | $154 | $37,463-99.6% | $77,096-99.8% | $66,938-99.8% |
| Participation rate | 5.9% | 52.9%-47.0pp | 67.9%-62.0pp | 69.8%-63.9pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $15 | $2,621-99.4% | $4,429-99.7% | $4,238-99.6% |
| Admin fee / account holder | $103 | $568-81.9% | $5,428-98.1% | $594-82.6% |