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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 | $3,028 | $64,719-95.3% | $112,249-97.3% | $68,486-95.6% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $916 | $2,747-66.7% | $3,636-74.8% | $2,597-64.7% |
| Participant deferral / active EE | $1,169 | $3,565-67.2% | $4,729-75.3% | $4,028-71.0% |
| Admin fee / account holder | $121 | $5,232-97.7% | $6,412-98.1% | $5,404-97.8% |