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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 | $6,763 | $82,674-91.8% | $125,381-94.6% | $68,486-90.1% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.4%-35.5pp | 67.9%-21.0pp |
| Annual return | -10.75% | -5.97%-4.8pp | 572.31%-583.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,239 | $6,111-79.7% | $7,448-83.4% | $4,028-69.2% |
| Admin fee / account holder | $160 | $6,277-97.4% | $10,007-98.4% | $5,404-97.0% |