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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 | $2,647 | $53,162-95.0% | $91,225-97.1% | $68,486-96.1% |
| Participation rate | 17.0% | 63.2%-46.2pp | 73.2%-56.2pp | 67.9%-50.9pp |
| Annual return | -18.58% | -3.14%-15.4pp | 114.12%-132.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $221 | $2,974-92.6% | $4,233-94.8% | $4,028-94.5% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |