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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 | $366 | $25,979-98.6% | $71,702-99.5% | $68,495-99.5% |
| Participation rate | 54.1% | 54.5%-0.4pp | 62.3%-8.2pp | 67.9%-13.8pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $88 | $900-90.3% | $1,704-94.9% | $2,596-96.6% |
| Participant deferral / active EE | $140 | $1,522-90.8% | $2,658-94.7% | $4,028-96.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |