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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 | $2,201 | $53,546-95.9% | $69,884-96.9% | $68,486-96.8% |
| Participation rate | 54.3% | 64.5%-10.2pp | 70.5%-16.1pp | 67.9%-13.5pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $436 | $2,019-78.4% | $2,560-83.0% | $2,597-83.2% |
| Participant deferral / active EE | $805 | $2,957-72.8% | $3,848-79.1% | $4,028-80.0% |
| Admin fee / account holder | $23 | $4,693-99.5% | $6,266-99.6% | $5,404-99.6% |