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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 | $2,953 | $76,401-96.1% | $106,387-97.2% | $64,173-95.4% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.5%-42.2pp | 69.6%-34.3pp |
| Annual return | 0.00% | -2.19%+2.2pp | 0.25%-0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $603 | $4,274-85.9% | $5,421-88.9% | $3,470-82.6% |
| Admin fee / account holder | $12 | $4,610-99.7% | $7,510-99.8% | $4,887-99.8% |