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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 | $1,093 | $67,214-98.4% | $61,491-98.2% | $134,545-99.2% |
| Participation rate | 41.7% | 83.7%-42.0pp | 79.3%-37.7pp | 81.2%-39.6pp |
| Annual return | -18.82% | -12.08%-6.7pp | -12.98%-5.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $118 | $6,103-98.1% | $5,188-97.7% | $6,401-98.2% |
| Admin fee / account holder | $248 | $4,610-94.6% | $4,312-94.2% | $11,431-97.8% |