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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 | $2,867 | $82,678-96.5% | $125,391-97.7% | $68,490-95.8% |
| Participation rate | 15.1% | 75.1%-60.0pp | 82.4%-67.3pp | 67.9%-52.8pp |
| Annual return | -19.23% | -5.97%-13.3pp | 572.41%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $146 | $6,111-97.6% | $7,448-98.0% | $4,028-96.4% |
| Admin fee / account holder | $12 | $6,277-99.8% | $10,009-99.9% | $5,403-99.8% |