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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 | $3,374 | $53,546-93.7% | $69,890-95.2% | $68,490-95.1% |
| Participation rate | 57.5% | 64.5%-7.0pp | 70.5%-13.0pp | 67.9%-10.4pp |
| Annual return | -18.06% | -13.87%-4.2pp | 190.84%-208.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $709 | $2,957-76.0% | $3,848-81.6% | $4,028-82.4% |
| Admin fee / account holder | $17 | $4,693-99.6% | $6,267-99.7% | $5,403-99.7% |