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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 | $6,918 | $69,977-90.1% | $108,582-93.6% | $62,881-89.0% |
| Participation rate | 10.0% | 72.9%-62.9pp | 79.6%-69.6pp | 69.3%-59.3pp |
| Annual return | 5.71% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $140 | $3,165-95.6% | $4,311-96.8% | $3,203-95.6% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |