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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 | $9,279 | $33,067-71.9% | $76,518-87.9% | $56,289-83.5% |
| Participation rate | 15.9% | 55.4%-39.5pp | 68.0%-52.1pp | 69.9%-53.9pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $238 | $1,200-80.1% | $2,647-91.0% | $2,111-88.7% |
| Participant deferral / active EE | $583 | $2,240-74.0% | $3,836-84.8% | $3,350-82.6% |
| Admin fee / account holder | $0 | $537-100.0% | $4,849-100.0% | $521-100.0% |