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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 | $1,760 | $42,909-95.9% | $60,906-97.1% | $68,486-97.4% |
| Participation rate | 69.2% | 66.8%+2.5pp | 73.1%-3.9pp | 67.9%+1.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,176 | $1,979-40.5% | $2,703-56.5% | $2,597-54.7% |
| Participant deferral / active EE | $58 | $2,866-98.0% | $3,814-98.5% | $4,028-98.6% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |