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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 | $6,556 | $42,910-84.7% | $60,919-89.2% | $68,490-90.4% |
| Participation rate | 46.9% | 66.8%-19.9pp | 73.1%-26.2pp | 67.9%-21.0pp |
| Annual return | -14.65% | -13.99%-0.7pp | 16.96%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $384 | $2,866-86.6% | $3,814-89.9% | $4,028-90.5% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |