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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 | $1,944 | $59,813-96.7% | $79,580-97.6% | $68,486-97.2% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $476 | $1,505-68.4% | $2,413-80.3% | $2,597-81.7% |
| Participant deferral / active EE | $633 | $3,024-79.1% | $3,985-84.1% | $4,028-84.3% |
| Admin fee / account holder | $14 | $4,835-99.7% | $6,835-99.8% | $5,404-99.7% |