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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 | $3,024 | $79,633-96.2% | $93,759-96.8% | $68,495-95.6% |
| Participation rate | 67.8% | 75.4%-7.6pp | 81.0%-13.2pp | 67.9%-0.1pp |
| Annual return | 0.00% | -0.10%+0.1pp | -11.33%+11.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,220 | $3,665-66.7% | $4,324-71.8% | $2,596-53.0% |
| Participant deferral / active EE | $1,575 | $5,158-69.5% | $6,096-74.2% | $4,028-60.9% |
| Admin fee / account holder | $186 | $6,871-97.3% | $7,197-97.4% | $5,403-96.6% |