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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 | $4,619 | $49,280-90.6% | $67,313-93.1% | $64,173-92.8% |
| Participation rate | 35.3% | 60.8%-25.5pp | 69.1%-33.8pp | 69.6%-34.3pp |
| Annual return | -1.27% | -1.39%+0.1pp | -4.08%+2.8pp | 7.63%-8.9pp |
| Employer contribution / active EE | $380 | $1,668-77.2% | $2,566-85.2% | $2,381-84.0% |
| Participant deferral / active EE | $463 | $2,484-81.4% | $3,568-87.0% | $3,470-86.7% |
| Admin fee / account holder | $121 | $3,863-96.9% | $4,507-97.3% | $4,887-97.5% |