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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 | $17,508 | $67,411-74.0% | $91,004-80.8% | $70,126-75.0% |
| Participation rate | 46.9% | 71.4%-24.5pp | 75.6%-28.7pp | 69.5%-22.7pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $594 | $1,786-66.7% | $2,456-75.8% | $2,343-74.6% |
| Participant deferral / active EE | $768 | $2,823-72.8% | $3,548-78.4% | $3,332-77.0% |
| Admin fee / account holder | $173 | $4,236-95.9% | $5,417-96.8% | $4,645-96.3% |