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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 | $3,656 | $53,162-93.1% | $91,227-96.0% | $68,490-94.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 73.2%-18.6pp | 67.9%-13.4pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $973 | $1,709-43.1% | $2,851-65.9% | $2,597-62.5% |
| Participant deferral / active EE | $1,010 | $2,974-66.0% | $4,234-76.1% | $4,028-74.9% |
| Admin fee / account holder | $31 | $4,493-99.3% | $5,423-99.4% | $5,403-99.4% |