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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 | $15,709 | $45,602-65.6% | $117,533-86.6% | $66,938-76.5% |
| Participation rate | 3.8% | 57.6%-53.8pp | 70.6%-66.8pp | 69.8%-66.0pp |
| Annual return | -16.28% | -16.74%+0.5pp | 29.77%-46.1pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $74 | $2,845-97.4% | $4,072-98.2% | $4,238-98.3% |
| Admin fee / account holder | $0 | $661-100.0% | $5,647-100.0% | $594-100.0% |