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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 | $3,104 | $81,870-96.2% | $119,622-97.4% | $68,486-95.5% |
| Participation rate | 58.1% | 71.9%-13.8pp | 79.3%-21.2pp | 67.9%-9.8pp |
| Annual return | -6.87% | -23.82%+17.0pp | -14.98%+8.1pp | -7.85%+1.0pp |
| Employer contribution / active EE | $1,511 | $2,692-43.9% | $4,232-64.3% | $2,597-41.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |