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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 | $479 | $25,979-98.2% | $71,755-99.3% | $68,486-99.3% |
| Participation rate | 42.6% | 54.5%-11.9pp | 62.3%-19.8pp | 67.9%-25.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $82 | $900-90.9% | $1,704-95.2% | $2,597-96.9% |
| Participant deferral / active EE | $164 | $1,522-89.2% | $2,656-93.8% | $4,028-95.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |