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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 | $2,179 | $48,235-95.5% | $68,803-96.8% | $68,490-96.8% |
| Participation rate | 51.0% | 60.7%-9.7pp | 69.0%-18.0pp | 67.9%-16.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $497 | $1,829-72.8% | $2,656-81.3% | $2,597-80.9% |
| Participant deferral / active EE | $708 | $2,867-75.3% | $3,942-82.0% | $4,028-82.4% |
| Admin fee / account holder | $74 | $4,361-98.3% | $4,936-98.5% | $5,403-98.6% |