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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 | $3,480 | $65,092-94.7% | $143,799-97.6% | $66,938-94.8% |
| Participation rate | 31.0% | 65.2%-34.2pp | 80.3%-49.3pp | 69.8%-38.8pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $514 | $2,362-78.2% | $4,952-89.6% | $2,545-79.8% |
| Participant deferral / active EE | $880 | $2,920-69.9% | $5,638-84.4% | $4,238-79.2% |
| Admin fee / account holder | $118 | $502-76.6% | $14,677-99.2% | $594-80.2% |