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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 | $8,439 | $81,870-89.7% | $119,608-92.9% | $68,495-87.7% |
| Participation rate | 32.1% | 71.9%-39.8pp | 79.3%-47.1pp | 67.9%-35.7pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $715 | $2,692-73.4% | $4,232-83.1% | $2,596-72.5% |
| Participant deferral / active EE | $1,075 | $4,148-74.1% | $5,601-80.8% | $4,028-73.3% |
| Admin fee / account holder | $93 | $6,583-98.6% | $10,326-99.1% | $5,403-98.3% |