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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 | $2,016 | $62,715-96.8% | $104,301-98.1% | $66,938-97.0% |
| Participation rate | 6.9% | 59.6%-52.7pp | 73.3%-66.3pp | 69.8%-62.9pp |
| Annual return | -6.33% | -14.70%+8.4pp | 24.61%-30.9pp | 1.58%-7.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $59 | $2,852-97.9% | $4,626-98.7% | $4,238-98.6% |
| Admin fee / account holder | $1 | $657-99.8% | $7,340-100.0% | $594-99.8% |