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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 | $3,536 | $76,912-95.4% | $129,118-97.3% | $68,486-94.8% |
| Participation rate | 46.3% | 69.1%-22.9pp | 77.2%-31.0pp | 67.9%-21.6pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $904 | $3,243-72.1% | $5,051-82.1% | $2,597-65.2% |
| Participant deferral / active EE | $1,229 | $4,732-74.0% | $6,539-81.2% | $4,028-69.5% |
| Admin fee / account holder | $248 | $6,638-96.3% | $14,305-98.3% | $5,404-95.4% |