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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 | $2,062 | $59,813-96.6% | $79,580-97.4% | $68,486-97.0% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $425 | $1,505-71.8% | $2,413-82.4% | $2,597-83.6% |
| Participant deferral / active EE | $531 | $3,024-82.4% | $3,985-86.7% | $4,028-86.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |