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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 | $1,740 | $107,846-98.4% | $119,622-98.5% | - |
| Participation rate | 18.2% | 78.0%-59.8pp | 79.3%-61.1pp | - |
| Annual return | -19.03% | -15.20%-3.8pp | -14.98%-4.0pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $152 | $4,531-96.6% | $5,601-97.3% | - |
| Admin fee / account holder | $248 | $73,538-99.7% | $10,328-97.6% | - |