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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 | $3,121 | $48,267-93.5% | $68,794-95.5% | $68,495-95.4% |
| Participation rate | 38.7% | 60.7%-22.0pp | 69.0%-30.3pp | 67.9%-29.2pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $428 | $1,829-76.6% | $2,656-83.9% | $2,596-83.5% |
| Participant deferral / active EE | $788 | $2,867-72.5% | $3,941-80.0% | $4,028-80.4% |
| Admin fee / account holder | $14 | $4,362-99.7% | $4,934-99.7% | $5,403-99.7% |