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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 | $3,594 | $42,917-91.6% | $60,899-94.1% | $68,495-94.8% |
| Participation rate | 35.9% | 66.8%-30.9pp | 73.1%-37.2pp | 67.9%-32.0pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.92%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $513 | $1,979-74.1% | $2,702-81.0% | $2,596-80.2% |
| Participant deferral / active EE | $817 | $2,867-71.5% | $3,817-78.6% | $4,028-79.7% |
| Admin fee / account holder | $33 | $3,102-98.9% | $3,225-99.0% | $5,403-99.4% |