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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 | $3,011 | $64,706-95.3% | $112,244-97.3% | $68,498-95.6% |
| Participation rate | 3.6% | 67.1%-63.6pp | 75.1%-71.5pp | 67.9%-64.3pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.46%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $107 | $3,565-97.0% | $4,728-97.7% | $4,027-97.3% |
| Admin fee / account holder | $0 | $5,231-100.0% | $6,411-100.0% | $5,403-100.0% |