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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 | $2,729 | $48,267-94.3% | $68,794-96.0% | $68,495-96.0% |
| Participation rate | 56.0% | 60.7%-4.7pp | 69.0%-13.0pp | 67.9%-11.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $749 | $1,829-59.1% | $2,656-71.8% | $2,596-71.2% |
| Participant deferral / active EE | $897 | $2,867-68.7% | $3,941-77.2% | $4,028-77.7% |
| Admin fee / account holder | $6 | $4,362-99.9% | $4,934-99.9% | $5,403-99.9% |