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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 | $1,447 | $49,280-97.1% | $67,313-97.8% | $64,173-97.7% |
| Participation rate | 56.8% | 60.8%-4.0pp | 69.1%-12.3pp | 69.6%-12.8pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $372 | $1,668-77.7% | $2,566-85.5% | $2,381-84.4% |
| Participant deferral / active EE | $516 | $2,484-79.2% | $3,568-85.5% | $3,470-85.1% |
| Admin fee / account holder | $1 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |