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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 | $326 | $25,979-98.7% | $71,702-99.5% | $68,495-99.5% |
| Participation rate | 63.3% | 54.5%+8.8pp | 62.3%+1.0pp | 67.9%-4.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $91 | $900-89.9% | $1,704-94.7% | $2,596-96.5% |
| Participant deferral / active EE | $138 | $1,522-91.0% | $2,658-94.8% | $4,028-96.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |