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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 | $1,825 | $62,589-97.1% | $76,768-97.6% | $64,173-97.2% |
| Participation rate | 4.3% | 72.8%-68.6pp | 77.0%-72.7pp | 69.6%-65.3pp |
| Annual return | -5.11% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $26 | $3,145-99.2% | $3,852-99.3% | $3,470-99.2% |
| Admin fee / account holder | $119 | $4,667-97.4% | $6,675-98.2% | $4,887-97.6% |