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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 | $3,633 | $67,411-94.6% | $91,004-96.0% | $70,126-94.8% |
| Participation rate | 41.5% | 71.4%-29.9pp | 75.6%-34.1pp | 69.5%-28.0pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $548 | $1,786-69.3% | $2,456-77.7% | $2,343-76.6% |
| Participant deferral / active EE | $910 | $2,823-67.8% | $3,548-74.3% | $3,332-72.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |