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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 | $224 | $59,819-99.6% | $79,583-99.7% | $68,490-99.7% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | -6.57% | -12.30%+5.7pp | 0.16%-6.7pp | -7.85%+1.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $74 | $3,025-97.6% | $3,986-98.1% | $4,028-98.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |