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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 | $5,433 | $76,912-92.9% | $129,110-95.8% | $68,495-92.1% |
| Participation rate | 11.3% | 69.1%-57.8pp | 77.3%-66.0pp | 67.9%-56.6pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $620 | $4,732-86.9% | $6,542-90.5% | $4,028-84.6% |
| Admin fee / account holder | $19 | $6,638-99.7% | $14,302-99.9% | $5,403-99.7% |