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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 | $1,346 | $81,870-98.4% | $119,608-98.9% | $68,495-98.0% |
| Participation rate | 36.6% | 71.9%-35.3pp | 79.3%-42.7pp | 67.9%-31.3pp |
| Annual return | -3.19% | -23.82%+20.6pp | -14.98%+11.8pp | -7.84%+4.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $431 | $4,148-89.6% | $5,601-92.3% | $4,028-89.3% |
| Admin fee / account holder | $7 | $6,583-99.9% | $10,326-99.9% | $5,403-99.9% |