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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 | $722 | $48,235-98.5% | $68,803-99.0% | $68,490-98.9% |
| Participation rate | 10.9% | 60.7%-49.7pp | 69.0%-58.1pp | 67.9%-57.0pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $130 | $2,867-95.5% | $3,942-96.7% | $4,028-96.8% |
| Admin fee / account holder | $282 | $4,361-93.5% | $4,936-94.3% | $5,403-94.8% |