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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 | $7,289 | $62,583-88.4% | $76,767-90.5% | $64,173-88.6% |
| Participation rate | 60.9% | 72.8%-11.9pp | 77.0%-16.1pp | 69.6%-8.7pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $729 | $3,145-76.8% | $3,852-81.1% | $3,470-79.0% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |