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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 | $3,823 | $45,872-91.7% | $77,096-95.0% | $68,486-94.4% |
| Participation rate | 15.2% | 55.9%-40.8pp | 67.9%-52.8pp | 67.9%-52.7pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $265 | $1,650-84.0% | $2,814-90.6% | $2,597-89.8% |
| Participant deferral / active EE | $346 | $2,963-88.3% | $4,429-92.2% | $4,028-91.4% |
| Admin fee / account holder | $12 | $3,041-99.6% | $5,428-99.8% | $5,404-99.8% |