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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 | $4,721 | $64,729-92.7% | $112,263-95.8% | $68,490-93.1% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $923 | $2,746-66.4% | $3,636-74.6% | $2,597-64.4% |
| Participant deferral / active EE | $1,204 | $3,566-66.2% | $4,729-74.5% | $4,028-70.1% |
| Admin fee / account holder | $16 | $5,222-99.7% | $6,410-99.8% | $5,403-99.7% |