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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 | $3,168 | $105,861-97.0% | $90,756-96.5% | $134,509-97.6% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -18.52% | -10.99%-7.5pp | -12.16%-6.4pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $331 | $5,217-93.7% | $4,565-92.7% | $6,400-94.8% |
| Admin fee / account holder | $206 | $13,938-98.5% | $8,445-97.6% | $11,427-98.2% |