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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 | $195 | $48,235-99.6% | $68,803-99.7% | $68,490-99.7% |
| Participation rate | 68.8% | 60.7%+8.1pp | 69.0%-0.3pp | 67.9%+0.9pp |
| 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 | $184 | $2,867-93.6% | $3,942-95.3% | $4,028-95.4% |
| Admin fee / account holder | $26 | $4,361-99.4% | $4,936-99.5% | $5,403-99.5% |