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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 | $4,272 | $46,689-90.9% | $117,498-96.4% | $68,495-93.8% |
| Participation rate | 19.7% | 56.8%-37.1pp | 70.6%-50.9pp | 67.9%-48.2pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.75%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $308 | $1,505-79.5% | $4,178-92.6% | $2,596-88.1% |
| Participant deferral / active EE | $633 | $2,637-76.0% | $4,071-84.5% | $4,028-84.3% |
| Admin fee / account holder | $4 | $4,021-99.9% | $5,646-99.9% | $5,403-99.9% |