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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 | $4,187 | $45,872-90.9% | $77,096-94.6% | $68,486-93.9% |
| Participation rate | 18.9% | 55.9%-37.0pp | 67.9%-49.0pp | 67.9%-49.0pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $368 | $1,650-77.7% | $2,814-86.9% | $2,597-85.8% |
| Participant deferral / active EE | $458 | $2,963-84.6% | $4,429-89.7% | $4,028-88.6% |
| Admin fee / account holder | $3 | $3,041-99.9% | $5,428-99.9% | $5,404-99.9% |