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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 | $1,853 | $59,813-96.9% | $79,580-97.7% | $68,486-97.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -19.26% | -12.30%-7.0pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $453 | $3,024-85.0% | $3,985-88.6% | $4,028-88.7% |
| Admin fee / account holder | $31 | $4,835-99.4% | $6,835-99.5% | $5,404-99.4% |