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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 | $7,283 | $95,188-92.3% | $76,518-90.5% | $135,379-94.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -3.44% | 4.85%-8.3pp | -0.27%-3.2pp | 519.79%-523.2pp |
| Employer contribution / active EE | $181 | $3,303-94.5% | $2,647-93.2% | $4,779-96.2% |
| Participant deferral / active EE | $181 | $4,640-96.1% | $3,836-95.3% | $5,609-96.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |