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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 | $6,417 | $51,226-87.5% | $82,744-92.2% | $66,938-90.4% |
| Participation rate | 7.9% | 67.9%-60.0pp | 72.6%-64.7pp | 69.8%-61.9pp |
| Annual return | 30.34% | -9.61%+39.9pp | 702.22%-671.9pp | 1.58%+28.8pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $29 | $3,460-99.2% | $4,395-99.3% | $4,238-99.3% |
| Admin fee / account holder | $10 | $416-97.6% | $5,325-99.8% | $594-98.4% |