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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 | $554 | $48,267-98.9% | $68,808-99.2% | $68,486-99.2% |
| Participation rate | 7.5% | 60.7%-53.2pp | 69.0%-61.5pp | 67.9%-60.4pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $41 | $2,867-98.6% | $3,942-98.9% | $4,028-99.0% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |