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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 | $1,466 | $42,383-96.5% | $76,518-98.1% | $64,173-97.7% |
| Participation rate | 55.6% | 58.1%-2.6pp | 68.0%-12.4pp | 69.6%-14.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $269 | $1,563-82.8% | $2,647-89.9% | $2,381-88.7% |
| Participant deferral / active EE | $567 | $2,566-77.9% | $3,836-85.2% | $3,470-83.7% |
| Admin fee / account holder | $6 | $3,198-99.8% | $4,849-99.9% | $4,887-99.9% |