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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 | $4,674 | $85,790-94.6% | $67,313-93.1% | $135,379-96.5% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.1%-40.5pp | 82.6%-54.1pp |
| Annual return | 6.78% | -0.54%+7.3pp | -4.08%+10.9pp | 519.79%-513.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $597 | $4,651-87.2% | $3,568-83.3% | $5,609-89.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |