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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 | $3,535 | $67,411-94.8% | $91,004-96.1% | $70,126-95.0% |
| Participation rate | 40.7% | 71.4%-30.6pp | 75.6%-34.9pp | 69.5%-28.8pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $463 | $1,786-74.1% | $2,456-81.2% | $2,343-80.2% |
| Participant deferral / active EE | $933 | $2,823-66.9% | $3,548-73.7% | $3,332-72.0% |
| Admin fee / account holder | $6 | $4,236-99.8% | $5,417-99.9% | $4,645-99.9% |