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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 | $4,341 | $64,176-93.2% | $112,263-96.1% | $66,949-93.5% |
| Participation rate | 5.7% | 68.4%-62.8pp | 75.1%-69.4pp | 69.8%-64.1pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $299 | $3,694-91.9% | $4,729-93.7% | $4,239-92.9% |
| Admin fee / account holder | $101 | $626-83.8% | $6,410-98.4% | $594-83.0% |