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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 | $1,884 | $52,678-96.4% | $75,784-97.5% | $59,633-96.8% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.8%-12.8pp | 68.7%-5.6pp |
| Annual return | -2.51% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $404 | $2,591-84.4% | $3,652-88.9% | $3,192-87.3% |
| Admin fee / account holder | $141 | $3,610-96.1% | $5,300-97.3% | $4,297-96.7% |