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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 | $4,425 | $68,996-93.6% | $159,991-97.2% | $68,495-93.5% |
| Participation rate | 22.0% | 65.4%-43.5pp | 78.0%-56.0pp | 67.9%-45.9pp |
| Annual return | -17.04% | -9.65%-7.4pp | 408.82%-425.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $298 | $4,211-92.9% | $6,183-95.2% | $4,028-92.6% |
| Admin fee / account holder | $156 | $4,797-96.8% | $8,715-98.2% | $5,403-97.1% |