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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 | $2,836 | $56,339-95.0% | $104,299-97.3% | $68,490-95.9% |
| Participation rate | 40.0% | 63.3%-23.3pp | 73.3%-33.3pp | 67.9%-27.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.62%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $661 | $1,960-66.3% | $3,373-80.4% | $2,597-74.5% |
| Participant deferral / active EE | $838 | $3,077-72.8% | $4,626-81.9% | $4,028-79.2% |
| Admin fee / account holder | $17 | $4,902-99.6% | $7,339-99.8% | $5,403-99.7% |