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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 | $1,597 | $32,117-95.0% | $71,086-97.8% | $64,173-97.5% |
| Participation rate | 17.6% | 42.7%-25.1pp | 54.7%-37.0pp | 69.6%-51.9pp |
| Annual return | -7.79% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $14 | $1,263-98.9% | $1,874-99.3% | $3,470-99.6% |
| Admin fee / account holder | $11 | $2,759-99.6% | $3,082-99.6% | $4,887-99.8% |