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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 | $2,274 | $45,872-95.0% | $77,100-97.1% | $68,490-96.7% |
| Participation rate | 27.0% | 55.9%-28.9pp | 67.9%-40.9pp | 67.9%-40.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $278 | $1,650-83.1% | $2,815-90.1% | $2,597-89.3% |
| Participant deferral / active EE | $334 | $2,963-88.7% | $4,430-92.5% | $4,028-91.7% |
| Admin fee / account holder | $5 | $3,041-99.8% | $5,443-99.9% | $5,403-99.9% |