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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 | $339 | $25,979-98.7% | $71,778-99.5% | $68,490-99.5% |
| Participation rate | 67.4% | 54.5%+12.9pp | 62.3%+5.1pp | 67.9%-0.5pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $106 | $900-88.2% | $1,704-93.8% | $2,597-95.9% |
| Participant deferral / active EE | $181 | $1,522-88.1% | $2,656-93.2% | $4,028-95.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |