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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 | $2,789 | $81,870-96.6% | $119,608-97.7% | $68,495-95.9% |
| Participation rate | 65.7% | 71.9%-6.2pp | 79.3%-13.5pp | 67.9%-2.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $791 | $2,692-70.6% | $4,232-81.3% | $2,596-69.5% |
| Participant deferral / active EE | $1,168 | $4,148-71.8% | $5,601-79.1% | $4,028-71.0% |
| Admin fee / account holder | $17 | $6,583-99.7% | $10,326-99.8% | $5,403-99.7% |