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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 | $4,809 | $54,162-91.1% | $68,612-93.0% | $64,173-92.5% |
| Participation rate | 56.4% | 68.1%-11.7pp | 72.2%-15.9pp | 69.6%-13.2pp |
| Annual return | -4.58% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $543 | $1,846-70.6% | $2,625-79.3% | $2,381-77.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $77 | $4,029-98.1% | $5,131-98.5% | $4,887-98.4% |