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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 | $16,154 | $45,566-64.5% | $64,105-74.8% | $59,633-72.9% |
| Participation rate | 45.8% | 60.2%-14.3pp | 68.2%-22.3pp | 68.7%-22.8pp |
| Annual return | -0.57% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $206 | $934-78.0% | $1,820-88.7% | $2,203-90.7% |
| Participant deferral / active EE | $739 | $2,057-64.1% | $2,822-73.8% | $3,192-76.9% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |