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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 | $5,933 | $59,813-90.1% | $79,580-92.5% | $68,486-91.3% |
| Participation rate | 14.4% | 61.1%-46.6pp | 69.5%-55.0pp | 67.9%-53.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $913 | $3,024-69.8% | $3,985-77.1% | $4,028-77.3% |
| Admin fee / account holder | $1 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |