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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 | $5,086 | $73,863-93.1% | $143,797-96.5% | $68,490-92.6% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.5pp |
| Annual return | -16.70% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $607 | $3,185-81.0% | $4,952-87.8% | $2,597-76.6% |
| Participant deferral / active EE | $605 | $3,385-82.1% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $7 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |