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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 | $936 | $53,162-98.2% | $91,227-99.0% | $68,490-98.6% |
| Participation rate | 28.6% | 63.2%-34.6pp | 73.2%-44.6pp | 67.9%-39.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $265 | $2,974-91.1% | $4,234-93.7% | $4,028-93.4% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |