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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 | $3,598 | $73,863-95.1% | $143,797-97.5% | $68,490-94.7% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -16.68% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $465 | $3,185-85.4% | $4,952-90.6% | $2,597-82.1% |
| Participant deferral / active EE | $518 | $3,385-84.7% | $5,638-90.8% | $4,028-87.1% |
| Admin fee / account holder | $29 | $5,756-99.5% | $14,679-99.8% | $5,403-99.5% |