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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 | $6,196 | $53,546-88.4% | $69,884-91.1% | $68,486-91.0% |
| Participation rate | 8.0% | 64.5%-56.5pp | 70.5%-62.5pp | 67.9%-59.9pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $622 | $2,957-79.0% | $3,848-83.8% | $4,028-84.6% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,266-100.0% | $5,404-100.0% |