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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 | $1,587 | $30,732-94.8% | $59,496-97.3% | $59,633-97.3% |
| Participation rate | 15.2% | 43.2%-28.1pp | 54.6%-39.4pp | 68.7%-53.5pp |
| Annual return | -2.40% | 4.47%-6.9pp | 182.05%-184.4pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $114 | $631-81.9% | $1,153-90.1% | $2,203-94.8% |
| Participant deferral / active EE | $102 | $1,183-91.4% | $1,829-94.4% | $3,192-96.8% |
| Admin fee / account holder | $260 | $2,136-87.8% | $2,232-88.3% | $4,297-93.9% |