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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 | $3,441 | $50,947-93.2% | $74,551-95.4% | $64,173-94.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $606 | $1,115-45.6% | $1,961-69.1% | $2,381-74.5% |
| Participant deferral / active EE | $638 | $2,302-72.3% | $3,108-79.5% | $3,470-81.6% |
| Admin fee / account holder | $33 | $4,221-99.2% | $5,059-99.4% | $4,887-99.3% |