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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 | $7,064 | $43,730-83.8% | $121,220-94.2% | $64,173-89.0% |
| Participation rate | 12.9% | 58.3%-45.5pp | 71.8%-58.9pp | 69.6%-56.7pp |
| Annual return | -2.88% | 68.94%-71.8pp | 16.94%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $70 | $2,281-96.9% | $3,345-97.9% | $3,470-98.0% |
| Admin fee / account holder | $7 | $3,502-99.8% | $5,021-99.9% | $4,887-99.9% |