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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 | $3,467 | $59,819-94.2% | $79,583-95.6% | $68,490-94.9% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.5%-44.5pp | 67.9%-42.9pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,005 | $3,025-66.8% | $3,986-74.8% | $4,028-75.0% |
| Admin fee / account holder | $3 | $4,835-99.9% | $6,835-100.0% | $5,403-99.9% |