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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 | $6,270 | $110,083-94.3% | $151,645-95.9% | $68,490-90.8% |
| Participation rate | 3.2% | 84.0%-80.7pp | 87.5%-84.3pp | 67.9%-64.7pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $200 | $6,526-96.9% | $8,363-97.6% | $4,028-95.0% |
| Admin fee / account holder | $6 | $7,718-99.9% | $11,614-99.9% | $5,403-99.9% |