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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 | $8,343 | $64,716-87.1% | $112,258-92.6% | $68,495-87.8% |
| Participation rate | 10.4% | 67.2%-56.7pp | 75.1%-64.6pp | 67.9%-57.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $921 | $3,565-74.2% | $4,728-80.5% | $4,028-77.1% |
| Admin fee / account holder | $22 | $5,232-99.6% | $6,411-99.7% | $5,403-99.6% |