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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 | $5,887 | $105,861-94.4% | $90,756-93.5% | $134,509-95.6% |
| Participation rate | 43.8% | 78.2%-34.5pp | 75.7%-31.9pp | 81.2%-37.5pp |
| Annual return | -13.19% | -10.99%-2.2pp | -12.16%-1.0pp | 418.13%-431.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $197 | $5,217-96.2% | $4,565-95.7% | $6,400-96.9% |
| Admin fee / account holder | $62 | $13,938-99.6% | $8,445-99.3% | $11,427-99.5% |