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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 | $5,209 | $63,953-91.9% | $54,726-90.5% | $135,382-96.2% |
| Participation rate | 66.7% | 84.9%-18.2pp | 79.1%-12.5pp | 82.6%-16.0pp |
| Annual return | -4.14% | -5.77%+1.6pp | -4.56%+0.4pp | 519.77%-523.9pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $993 | $4,810-79.3% | $3,953-74.9% | $5,609-82.3% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,829-100.0% |