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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 | $1,111 | $50,947-97.8% | $74,551-98.5% | $64,173-98.3% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $242 | $1,115-78.3% | $1,961-87.6% | $2,381-89.8% |
| Participant deferral / active EE | $574 | $2,302-75.0% | $3,108-81.5% | $3,470-83.4% |
| Admin fee / account holder | $23 | $4,221-99.5% | $5,059-99.6% | $4,887-99.5% |