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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 | $4,120 | $64,719-93.6% | $112,249-96.3% | $68,486-94.0% |
| Participation rate | 11.1% | 67.2%-56.0pp | 75.1%-64.0pp | 67.9%-56.8pp |
| Annual return | -18.67% | -11.40%-7.3pp | 27.48%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $50 | $3,565-98.6% | $4,729-98.9% | $4,028-98.8% |
| Admin fee / account holder | $19 | $5,232-99.6% | $6,412-99.7% | $5,404-99.6% |