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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 | $7,217 | $45,872-84.3% | $77,100-90.6% | $68,490-89.5% |
| Participation rate | 4.0% | 55.9%-51.9pp | 67.9%-63.9pp | 67.9%-63.9pp |
| Annual return | -18.37% | 1.73%-20.1pp | 42.35%-60.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $104 | $2,963-96.5% | $4,430-97.7% | $4,028-97.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |