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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 | $16,322 | $59,819-72.7% | $79,583-79.5% | $68,490-76.2% |
| Participation rate | 64.5% | 61.1%+3.4pp | 69.5%-5.0pp | 67.9%-3.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $948 | $1,505-37.1% | $2,414-60.7% | $2,597-63.5% |
| Participant deferral / active EE | $158 | $3,025-94.8% | $3,986-96.0% | $4,028-96.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |