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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 | $2,607 | $75,962-96.6% | $154,108-98.3% | $64,173-95.9% |
| Participation rate | 41.1% | 70.4%-29.4pp | 83.0%-42.0pp | 69.6%-28.5pp |
| Annual return | -7.57% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $453 | $3,175-85.7% | $5,081-91.1% | $3,470-87.0% |
| Admin fee / account holder | $35 | $5,589-99.4% | $13,411-99.7% | $4,887-99.3% |