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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 | $901 | $27,632-96.7% | $61,452-98.5% | $68,486-98.7% |
| Participation rate | 32.1% | 39.5%-7.4pp | 52.6%-20.4pp | 67.9%-35.8pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $131 | $696-81.1% | $1,160-88.7% | $2,597-94.9% |
| Participant deferral / active EE | $191 | $1,264-84.9% | $2,125-91.0% | $4,028-95.3% |
| Admin fee / account holder | $19 | $2,010-99.0% | $2,131-99.1% | $5,404-99.6% |