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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 | $3,468 | $48,267-92.8% | $68,808-95.0% | $68,486-94.9% |
| Participation rate | 22.2% | 60.7%-38.4pp | 69.0%-46.8pp | 67.9%-45.7pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $378 | $1,829-79.3% | $2,656-85.7% | $2,597-85.4% |
| Participant deferral / active EE | $519 | $2,867-81.9% | $3,942-86.8% | $4,028-87.1% |
| Admin fee / account holder | $17 | $4,362-99.6% | $4,936-99.6% | $5,404-99.7% |