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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 | $3,181 | $105,867-97.0% | $90,760-96.5% | $134,532-97.6% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $790 | $3,464-77.2% | $2,922-73.0% | $4,741-83.3% |
| Participant deferral / active EE | $1,093 | $5,217-79.0% | $4,565-76.1% | $6,401-82.9% |
| Admin fee / account holder | $2 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |