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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 | $2,725 | $110,083-97.5% | $151,645-98.2% | $68,490-96.0% |
| Participation rate | 31.8% | 84.0%-52.1pp | 87.5%-55.7pp | 67.9%-36.1pp |
| 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 | $877 | $6,526-86.6% | $8,363-89.5% | $4,028-78.2% |
| Admin fee / account holder | $31 | $7,718-99.6% | $11,614-99.7% | $5,403-99.4% |