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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 | $4,494 | $54,726-91.8% | $68,793-93.5% | $64,181-93.0% |
| Participation rate | 21.3% | 68.0%-46.7pp | 72.2%-50.9pp | 69.6%-48.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $486 | $1,846-73.7% | $2,625-81.5% | $2,381-79.6% |
| Participant deferral / active EE | $501 | $2,626-80.9% | $3,311-84.9% | $3,470-85.6% |
| Admin fee / account holder | $2 | $4,027-100.0% | $5,131-100.0% | $4,887-100.0% |