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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 | $2,595 | $53,162-95.1% | $91,225-97.2% | $68,495-96.2% |
| Participation rate | 46.2% | 63.2%-17.1pp | 73.2%-27.0pp | 67.9%-21.7pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.10%-114.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $585 | $1,709-65.8% | $2,851-79.5% | $2,596-77.5% |
| Participant deferral / active EE | $762 | $2,974-74.4% | $4,234-82.0% | $4,028-81.1% |
| Admin fee / account holder | $2 | $4,493-100.0% | $5,422-100.0% | $5,403-100.0% |