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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 | $4,804 | $81,870-94.1% | $119,634-96.0% | $68,490-93.0% |
| Participation rate | 40.9% | 71.9%-31.0pp | 79.3%-38.4pp | 67.9%-27.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $869 | $2,692-67.7% | $4,232-79.5% | $2,597-66.5% |
| Participant deferral / active EE | $1,112 | $4,148-73.2% | $5,601-80.1% | $4,028-72.4% |
| Admin fee / account holder | $41 | $6,583-99.4% | $10,329-99.6% | $5,403-99.2% |