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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 | $2,498 | $59,819-95.8% | $79,583-96.9% | $68,490-96.4% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $838 | $1,505-44.3% | $2,414-65.3% | $2,597-67.7% |
| Participant deferral / active EE | $1,188 | $3,025-60.7% | $3,986-70.2% | $4,028-70.5% |
| Admin fee / account holder | $118 | $4,835-97.6% | $6,835-98.3% | $5,403-97.8% |