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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 | $6,355 | $54,355-88.3% | $82,744-92.3% | $68,486-90.7% |
| Participation rate | 56.5% | 63.9%-7.5pp | 72.6%-16.1pp | 67.9%-11.4pp |
| Annual return | -12.64% | -13.67%+1.0pp | 702.22%-714.9pp | -7.85%-4.8pp |
| Employer contribution / active EE | $291 | $2,219-86.9% | $3,008-90.3% | $2,597-88.8% |
| Participant deferral / active EE | $780 | $3,246-76.0% | $4,395-82.2% | $4,028-80.6% |
| Admin fee / account holder | $14 | $4,397-99.7% | $5,325-99.7% | $5,404-99.7% |