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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 | $3,814 | $82,324-95.4% | $68,803-94.5% | $134,545-97.2% |
| Participation rate | 15.8% | 75.1%-59.3pp | 69.0%-53.2pp | 81.2%-65.4pp |
| Annual return | -18.92% | -2.17%-16.7pp | -6.37%-12.6pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $262 | $4,740-94.5% | $3,942-93.4% | $6,401-95.9% |
| Admin fee / account holder | $177 | $6,485-97.3% | $4,936-96.4% | $11,431-98.5% |