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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 | $3,091 | $46,689-93.4% | $117,498-97.4% | $68,495-95.5% |
| Participation rate | 33.3% | 56.8%-23.5pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.75%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $397 | $1,505-73.6% | $4,178-90.5% | $2,596-84.7% |
| Participant deferral / active EE | $683 | $2,637-74.1% | $4,071-83.2% | $4,028-83.0% |
| Admin fee / account holder | $14 | $4,021-99.6% | $5,646-99.7% | $5,403-99.7% |