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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 | $1,706 | $53,162-96.8% | $91,225-98.1% | $68,495-97.5% |
| Participation rate | 67.9% | 63.2%+4.6pp | 73.2%-5.3pp | 67.9%0pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.10%-114.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $426 | $1,709-75.1% | $2,851-85.0% | $2,596-83.6% |
| Participant deferral / active EE | $789 | $2,974-73.5% | $4,234-81.4% | $4,028-80.4% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,422-100.0% | $5,403-100.0% |