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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 | $3,700 | $59,834-93.8% | $79,576-95.4% | $68,495-94.6% |
| Participation rate | 7.7% | 61.1%-53.4pp | 69.5%-61.8pp | 67.9%-60.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $286 | $3,024-90.6% | $3,985-92.8% | $4,028-92.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |