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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 | $714 | $37,463-98.1% | $77,100-99.1% | $66,949-98.9% |
| Participation rate | 4.0% | 52.9%-49.0pp | 67.9%-64.0pp | 69.8%-65.9pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $28 | $2,621-98.9% | $4,430-99.4% | $4,239-99.3% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |