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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 | $2,053 | $73,867-97.2% | $143,770-98.6% | $68,498-97.0% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -6.93% | 1.01%-7.9pp | -0.04%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $408 | $3,184-87.2% | $4,951-91.8% | $2,596-84.3% |
| Participant deferral / active EE | $615 | $3,384-81.8% | $5,638-89.1% | $4,027-84.7% |
| Admin fee / account holder | $194 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |