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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 | $6,627 | $95,188-93.0% | $76,518-91.3% | $135,380-95.1% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | -7.93% | 4.85%-12.8pp | -0.27%-7.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $81 | $4,640-98.3% | $3,836-97.9% | $5,609-98.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |