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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 | $471 | $25,979-98.2% | $71,778-99.3% | $68,490-99.3% |
| Participation rate | 48.1% | 54.5%-6.4pp | 62.3%-14.3pp | 67.9%-19.8pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $89 | $900-90.1% | $1,704-94.8% | $2,597-96.6% |
| Participant deferral / active EE | $167 | $1,522-89.0% | $2,656-93.7% | $4,028-95.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |