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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 | $6,370 | $49,177-87.0% | $79,476-92.0% | $64,181-90.1% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.2pp | 69.6%-8.5pp |
| Annual return | -8.01% | -1.16%-6.9pp | 718.21%-726.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $280 | $2,821-90.1% | $3,704-92.4% | $3,470-91.9% |
| Admin fee / account holder | $11 | $3,839-99.7% | $5,113-99.8% | $4,887-99.8% |