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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 | $8,515 | $54,357-84.3% | $82,706-89.7% | $68,495-87.6% |
| Participation rate | 8.8% | 63.9%-55.2pp | 72.6%-63.8pp | 67.9%-59.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $762 | $3,246-76.5% | $4,394-82.7% | $4,028-81.1% |
| Admin fee / account holder | $14 | $4,396-99.7% | $5,329-99.7% | $5,403-99.7% |