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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 | $3,488 | $81,870-95.7% | $119,622-97.1% | $68,486-94.9% |
| Participation rate | 60.7% | 71.9%-11.2pp | 79.3%-18.5pp | 67.9%-7.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $706 | $2,692-73.8% | $4,232-83.3% | $2,597-72.8% |
| Participant deferral / active EE | $1,560 | $4,148-62.4% | $5,601-72.1% | $4,028-61.3% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |