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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 | $3,317 | $73,839-95.5% | $143,788-97.7% | $68,495-95.2% |
| Participation rate | 11.3% | 66.7%-55.3pp | 80.3%-69.0pp | 67.9%-56.6pp |
| Annual return | -18.33% | 1.01%-19.3pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $143 | $3,384-95.8% | $5,638-97.5% | $4,028-96.5% |
| Admin fee / account holder | $178 | $5,755-96.9% | $14,675-98.8% | $5,403-96.7% |