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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 | $3,428 | $67,411-94.9% | $91,004-96.2% | $70,124-95.1% |
| Participation rate | 20.8% | 71.4%-50.5pp | 75.6%-54.8pp | 69.5%-48.7pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $712 | $2,823-74.8% | $3,548-79.9% | $3,332-78.6% |
| Admin fee / account holder | $117 | $4,236-97.2% | $5,417-97.8% | $4,645-97.5% |