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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 | $4,661 | $72,404-93.6% | $110,243-95.8% | $64,173-92.7% |
| Participation rate | 48.9% | 73.3%-24.4pp | 79.8%-30.9pp | 69.6%-20.6pp |
| Annual return | -6.15% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $759 | $3,469-78.1% | $4,672-83.7% | $3,470-78.1% |
| Admin fee / account holder | $62 | $5,664-98.9% | $8,548-99.3% | $4,887-98.7% |